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.
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 | $24,291 | $76,371-68.2% | $93,621-74.1% | $72,975-66.7% |
| Participation rate | 24.4% | 71.8%-47.4pp | 75.8%-51.4pp | 69.5%-45.1pp |
| Annual return | 11.54% | 25.82%-14.3pp | 32.76%-21.2pp | 81.01%-69.5pp |
| Employer contribution / active EE | $941 | $2,276-58.6% | $2,719-65.4% | $2,440-61.4% |
| Participant deferral / active EE | $948 | $3,538-73.2% | $4,070-76.7% | $3,608-73.7% |
| Admin fee / account holder | $12,929 | $6,839+89.0% | $7,890+63.9% | $5,124+152.3% |