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.
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 | $11,272 | $54,679-79.4% | $76,119-85.2% | $74,459-84.9% |
| Participation rate | 26.1% | 60.3%-34.2pp | 69.1%-42.9pp | 67.2%-41.1pp |
| Annual return | 7.86% | 31.90%-24.0pp | 361.25%-353.4pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $340 | $1,781-80.9% | $2,693-87.4% | $2,626-87.1% |
| Participant deferral / active EE | $1,025 | $3,072-66.6% | $4,259-75.9% | $4,350-76.4% |
| Admin fee / account holder | $2,922 | $2,238+30.6% | $6,421-54.5% | $1,945+50.3% |