Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,263 | $117,904-94.7% | $102,457-93.9% | $145,978-95.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.71% | 31.80%-24.1pp | 29.41%-21.7pp | 550.52%-542.8pp |
| Employer contribution / active EE | $429 | $3,613-88.1% | $3,022-85.8% | $4,662-90.8% |
| Participant deferral / active EE | $2,427 | $5,733-57.7% | $5,054-52.0% | $6,690-63.7% |
| Admin fee / account holder | $347 | $13,329-97.4% | $9,451-96.3% | $13,400-97.4% |