Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,194 | $84,458-83.2% | $102,184-86.1% | $64,340-77.9% |
| Participation rate | 18.6% | 74.2%-55.6pp | 82.6%-64.0pp | 55.2%-36.6pp |
| Annual return | 11.28% | 45.73%-34.4pp | 31.58%-20.3pp | 24.14%-12.9pp |
| Employer contribution / active EE | $274 | $2,412-88.6% | $3,594-92.4% | $1,862-85.3% |
| Participant deferral / active EE | $545 | $6,208-91.2% | $8,309-93.4% | $2,980-81.7% |
| Admin fee / account holder | $527 | $2,926-82.0% | $11,609-95.5% | $3,703-85.8% |