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 | $22,004 | $58,408-62.3% | $180,320-87.8% | $69,733-68.4% |
| Participation rate | 33.3% | 54.2%-20.9pp | 71.5%-38.2pp | 62.5%-29.1pp |
| Annual return | 6.11% | 15.02%-8.9pp | 778.54%-772.4pp | 15.22%-9.1pp |
| Employer contribution / active EE | $395 | $1,159-66.0% | $4,108-90.4% | $2,250-82.5% |
| Participant deferral / active EE | $604 | $2,723-77.8% | $4,304-86.0% | $3,054-80.2% |
| Admin fee / account holder | $6,250 | $4,205+48.6% | $10,000-37.5% | $3,102+101.5% |