Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,345 | $59,839-76.0% | $81,991-82.5% | $79,852-82.0% |
| Participation rate | 38.1% | 61.6%-23.5pp | 69.3%-31.2pp | 69.6%-31.5pp |
| Annual return | 8.67% | 17.56%-8.9pp | 41.31%-32.6pp | 31.72%-23.0pp |
| Employer contribution / active EE | $97 | $1,713-94.3% | $2,498-96.1% | $2,471-96.1% |
| Participant deferral / active EE | $957 | $2,695-64.5% | $3,722-74.3% | $3,740-74.4% |
| Admin fee / account holder | $7,968 | $4,287+85.9% | $5,665+40.7% | $5,306+50.2% |