Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,406 | $202,342-96.3% | $172,752-95.7% | $152,897-95.2% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 7.22% | 1029.83%-1022.6pp | 802.97%-795.8pp | 345.43%-338.2pp |
| Employer contribution / active EE | $1,040 | $5,858-82.2% | $5,144-79.8% | $4,764-78.2% |
| Participant deferral / active EE | $3,179 | $5,948-46.5% | $5,198-38.8% | $5,851-45.7% |
| Admin fee / account holder | $636 | $17,111-96.3% | $13,955-95.4% | $11,599-94.5% |