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 | $19,099 | $54,541-65.0% | $78,778-75.8% | $70,126-72.8% |
| Participation rate | 62.2% | 60.8%+1.4pp | 69.2%-7.0pp | 69.5%-7.4pp |
| Annual return | 9.02% | 21.07%-12.1pp | 35.62%-26.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $687 | $1,089-36.9% | $1,986-65.4% | $2,343-70.7% |
| Participant deferral / active EE | $701 | $2,210-68.3% | $2,958-76.3% | $3,332-78.9% |
| Admin fee / account holder | $766 | $3,709-79.3% | $5,134-85.1% | $4,645-83.5% |