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.
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 | $15,493 | $86,949-82.2% | $102,460-84.9% | $80,959-80.9% |
| Participation rate | 55.8% | 72.4%-16.5pp | 76.5%-20.7pp | 67.7%-11.8pp |
| Annual return | 9.52% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $822 | $2,370-65.3% | $3,025-72.8% | $2,757-70.2% |
| Participant deferral / active EE | $1,463 | $4,121-64.5% | $5,056-71.1% | $4,300-66.0% |
| Admin fee / account holder | $614 | $8,048-92.4% | $9,460-93.5% | $6,925-91.1% |