Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Participant 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 | $9,635 | $90,400-89.3% | $186,193-94.8% | $87,485-89.0% |
| Participation rate | 42.3% | 66.2%-23.9pp | 77.1%-34.8pp | 68.9%-26.6pp |
| Annual return | 8.60% | 22.15%-13.6pp | 78.03%-69.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $633 | $2,170-70.8% | $3,918-83.8% | $2,596-75.6% |
| Participant deferral / active EE | $935 | $4,330-78.4% | $6,513-85.6% | $4,274-78.1% |
| Admin fee / account holder | $567 | $8,673-93.5% | $11,058-94.9% | $7,775-92.7% |