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 | $5,422 | $85,171-93.6% | $172,753-96.9% | $72,976-92.6% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 9.93% | 27.32%-17.4pp | 803.00%-793.1pp | 81.02%-71.1pp |
| Employer contribution / active EE | $361 | $3,324-89.1% | $5,144-93.0% | $2,440-85.2% |
| Participant deferral / active EE | $1,104 | $3,260-66.1% | $5,198-78.8% | $3,608-69.4% |
| Admin fee / account holder | $1,541 | $5,880-73.8% | $13,956-89.0% | $5,124-69.9% |