Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,655 | $63,346-81.6% | $92,240-87.4% | $70,126-83.4% |
| Participation rate | 58.0% | 68.7%-10.7pp | 76.5%-18.5pp | 69.5%-11.6pp |
| Annual return | 7.08% | 530.19%-523.1pp | 176.29%-169.2pp | 73.15%-66.1pp |
| Employer contribution / active EE | $638 | $2,471-74.2% | $3,680-82.7% | $2,343-72.8% |
| Participant deferral / active EE | $510 | $2,854-82.1% | $3,897-86.9% | $3,332-84.7% |
| Admin fee / account holder | $2,050 | $3,841-46.6% | $5,194-60.5% | $4,645-55.9% |