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.
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 | $6,508 | $77,908-91.6% | $149,696-95.7% | $75,173-91.3% |
| Participation rate | 62.2% | 65.6%-3.4pp | 78.8%-16.6pp | 67.2%-5.0pp |
| Annual return | 2.59% | 31.73%-29.1pp | 134.46%-131.9pp | 160.72%-158.1pp |
| Employer contribution / active EE | $395 | $3,138-87.4% | $4,821-91.8% | $2,671-85.2% |
| Participant deferral / active EE | $778 | $3,411-77.2% | $5,682-86.3% | $4,126-81.2% |
| Admin fee / account holder | $1,907 | $5,950-67.9% | $13,212-85.6% | $5,651-66.2% |