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 | $2,535 | $202,460-98.7% | $169,385-98.5% | $139,456-98.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 6.05% | 532.07%-526.0pp | 405.82%-399.8pp | 373.45%-367.4pp |
| Employer contribution / active EE | $896 | $4,691-80.9% | $4,012-77.7% | $4,753-81.1% |
| Participant deferral / active EE | $896 | $6,938-87.1% | $6,221-85.6% | $6,711-86.6% |
| Admin fee / account holder | $4,995 | $10,719-53.4% | $9,011-44.6% | $11,407-56.2% |