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.
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 | $25,302 | $69,977-63.8% | $108,582-76.7% | $62,881-59.8% |
| Participation rate | 23.5% | 72.9%-49.4pp | 79.6%-56.0pp | 69.3%-45.8pp |
| Annual return | 3.29% | 10.73%-7.4pp | -51.70%+55.0pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,518 | $3,165-52.0% | $4,311-64.8% | $3,203-52.6% |
| Admin fee / account holder | $6,768 | $5,076+33.3% | $7,645-11.5% | $4,296+57.6% |