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 | $10,048 | $55,453-81.9% | $170,435-94.1% | $62,293-83.9% |
| Participation rate | 27.7% | 66.4%-38.6pp | 83.6%-55.9pp | 69.5%-41.8pp |
| Annual return | 9.60% | 21.38%-11.8pp | 205.94%-196.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $389 | $2,164-82.0% | $5,432-92.8% | $2,042-80.9% |
| Participant deferral / active EE | $640 | $2,303-72.2% | $4,939-87.1% | $3,169-79.8% |
| Admin fee / account holder | $639 | $455+40.4% | $13,881-95.4% | $479+33.3% |