Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,443 | $102,429-88.8% | $147,096-92.2% | $80,925-85.9% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 3.33% | 135.02%-131.7pp | 419.75%-416.4pp | 35.65%-32.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,265 | $6,649-50.9% | $8,071-59.5% | $4,299-24.0% |
| Admin fee / account holder | $2,233 | $7,957-71.9% | $13,005-82.8% | $6,940-67.8% |