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 | $16,218 | $165,381-90.2% | $149,730-89.2% | $158,966-89.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.70% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.2pp |
| Employer contribution / active EE | $949 | $5,104-81.4% | $4,645-79.6% | $4,762-80.1% |
| Participant deferral / active EE | $1,897 | $7,182-73.6% | $6,843-72.3% | $5,983-68.3% |
| Admin fee / account holder | $1,998 | $10,809-81.5% | $9,310-78.5% | $11,250-82.2% |