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 | $7,058 | $48,337-85.4% | $67,560-89.6% | $80,959-91.3% |
| Participation rate | 46.4% | 66.4%-20.0pp | 72.9%-26.5pp | 67.7%-21.2pp |
| Annual return | 10.35% | 18.26%-7.9pp | 3533.50%-3523.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $320 | $2,023-84.2% | $2,737-88.3% | $2,757-88.4% |
| Participant deferral / active EE | $1,426 | $2,928-51.3% | $4,004-64.4% | $4,300-66.8% |
| Admin fee / account holder | $540 | $3,695-85.4% | $3,994-86.5% | $6,925-92.2% |