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 | $23,895 | $89,225-73.2% | $136,072-82.4% | $74,459-67.9% |
| Participation rate | 50.0% | 69.4%-19.4pp | 76.4%-26.4pp | 67.2%-17.2pp |
| Annual return | 8.38% | 22.76%-14.4pp | 580.46%-572.1pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $611 | $2,816-78.3% | $4,216-85.5% | $2,626-76.7% |
| Participant deferral / active EE | $2,695 | $4,597-41.4% | $7,028-61.6% | $4,350-38.0% |
| Admin fee / account holder | $4,058 | $1,545+162.6% | $6,718-39.6% | $1,945+108.7% |