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.
Employer 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 | $17,059 | $74,535-77.1% | $100,712-83.1% | $82,637-79.4% |
| Participation rate | 60.9% | 61.2%-0.3pp | 69.3%-8.4pp | 68.1%-7.2pp |
| Annual return | 8.66% | 18.92%-10.3pp | 33.27%-24.6pp | 53.51%-44.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,205 | $3,074-28.3% | $4,085-46.0% | $4,126-46.6% |
| Admin fee / account holder | $8,081 | $6,576+22.9% | $9,256-12.7% | $7,339+10.1% |