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 | $12,444 | $138,366-91.0% | $184,185-93.2% | $80,911-84.6% |
| Participation rate | 59.4% | 83.9%-24.5pp | 86.8%-27.5pp | 67.6%-8.3pp |
| Annual return | 10.92% | 20.02%-9.1pp | 28.81%-17.9pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,640 | $4,849-66.2% | $6,426-74.5% | $2,756-40.5% |
| Participant deferral / active EE | $2,263 | $7,074-68.0% | $9,132-75.2% | $4,297-47.3% |
| Admin fee / account holder | $4,480 | $10,484-57.3% | $13,909-67.8% | $6,935-35.4% |