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 | $25,071 | $80,731-68.9% | $103,378-75.7% | $74,400-66.3% |
| Participation rate | 48.3% | 65.7%-17.4pp | 74.5%-26.2pp | 67.2%-18.9pp |
| Annual return | 8.73% | 27.56%-18.8pp | 24.91%-16.2pp | 1367.51%-1358.8pp |
| Employer contribution / active EE | $847 | $3,159-73.2% | $3,870-78.1% | $2,624-67.7% |
| Participant deferral / active EE | $1,230 | $3,862-68.2% | $5,058-75.7% | $4,348-71.7% |
| Admin fee / account holder | $5,259 | $2,369+122.0% | $8,401-37.4% | $1,944+170.6% |