Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,855 | $59,440-91.8% | $70,160-93.1% | $75,177-93.5% |
| Participation rate | 64.5% | 71.6%-7.1pp | 78.8%-14.3pp | 67.2%-2.7pp |
| Annual return | 10.03% | 18.53%-8.5pp | 19.08%-9.0pp | 160.75%-150.7pp |
| Employer contribution / active EE | $564 | $3,307-82.9% | $4,285-86.8% | $2,671-78.9% |
| Participant deferral / active EE | $1,503 | $3,653-58.8% | $5,394-72.1% | $4,126-63.6% |
| Admin fee / account holder | $706 | $4,401-84.0% | $4,582-84.6% | $5,651-87.5% |