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.
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 | $18,023 | $147,556-87.8% | $129,031-86.0% | $198,609-90.9% |
| Participation rate | 31.3% | 77.2%-46.0pp | 73.4%-42.1pp | 82.4%-51.1pp |
| Annual return | -5.16% | 37.41%-42.6pp | 34.67%-39.8pp | 202.70%-207.9pp |
| Employer contribution / active EE | $763 | $3,645-79.1% | $3,226-76.4% | $5,055-84.9% |
| Participant deferral / active EE | $1,250 | $5,760-78.3% | $5,217-76.0% | $6,977-82.1% |
| Admin fee / account holder | $3,078 | $15,467-80.1% | $13,208-76.7% | $19,030-83.8% |