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 | $3,136 | $45,082-93.0% | $69,464-95.5% | $72,975-95.7% |
| Participation rate | 55.6% | 68.5%-12.9pp | 74.6%-19.0pp | 69.5%-13.9pp |
| Annual return | 2.11% | 22.66%-20.5pp | 28.98%-26.9pp | 81.01%-78.9pp |
| Employer contribution / active EE | $595 | $2,055-71.1% | $2,779-78.6% | $2,440-75.6% |
| Participant deferral / active EE | $771 | $2,604-70.4% | $3,536-78.2% | $3,608-78.6% |
| Admin fee / account holder | $359 | $3,057-88.2% | $3,840-90.6% | $5,124-93.0% |