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 | $9,674 | $76,551-87.4% | $123,894-92.2% | $62,881-84.6% |
| Participation rate | 57.7% | 73.0%-15.3pp | 81.4%-23.7pp | 69.3%-11.6pp |
| Annual return | 1.69% | 18.68%-17.0pp | 47.52%-45.8pp | 20.14%-18.5pp |
| Employer contribution / active EE | $2,346 | $2,882-18.6% | $4,617-49.2% | $2,281+2.9% |
| Participant deferral / active EE | $910 | $4,840-81.2% | $5,984-84.8% | $3,203-71.6% |
| Admin fee / account holder | $3,707 | $4,826-23.2% | $8,357-55.6% | $4,296-13.7% |