Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,051 | $98,766-80.7% | $149,730-87.3% | $79,852-76.1% |
| Participation rate | 33.0% | 75.8%-42.8pp | 82.5%-49.5pp | 69.6%-36.7pp |
| Annual return | 9.46% | 27.43%-18.0pp | 276.70%-267.2pp | 31.72%-22.3pp |
| Employer contribution / active EE | $853 | $3,217-73.5% | $4,645-81.6% | $2,471-65.5% |
| Participant deferral / active EE | $767 | $5,681-86.5% | $6,843-88.8% | $3,740-79.5% |
| Admin fee / account holder | $18,115 | $6,052+199.3% | $9,310+94.6% | $5,306+241.4% |