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 | $27,099 | $78,562-65.5% | $105,608-74.3% | $74,429-63.6% |
| Participation rate | 31.1% | 72.8%-41.7pp | 75.3%-44.2pp | 67.2%-36.1pp |
| Annual return | 7.80% | 15.94%-8.1pp | 116.50%-108.7pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $686 | $2,521-72.8% | $3,167-78.3% | $2,625-73.9% |
| Participant deferral / active EE | $1,234 | $4,321-71.4% | $5,010-75.4% | $4,348-71.6% |
| Admin fee / account holder | $19,063 | $2,217+759.9% | $11,028+72.9% | $1,944+880.4% |