Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,660 | $104,098-63.8% | $140,514-73.2% | $94,015-59.9% |
| Participation rate | 64.3% | 73.7%-9.4pp | 77.8%-13.5pp | 70.8%-6.5pp |
| Annual return | 8.14% | 15.14%-7.0pp | 14.36%-6.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $495 | $2,388-79.3% | $3,378-85.3% | $2,790-82.3% |
| Participant deferral / active EE | $2,514 | $4,033-37.7% | $4,919-48.9% | $4,249-40.8% |
| Admin fee / account holder | $1,401 | $10,439-86.6% | $13,697-89.8% | $8,951-84.4% |