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 | $7,371 | $53,128-86.1% | $86,582-91.5% | $70,126-89.5% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 11.94% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $596 | $2,068-71.2% | $2,839-79.0% | $2,343-74.5% |
| Participant deferral / active EE | $730 | $2,695-72.9% | $3,609-79.8% | $3,332-78.1% |
| Admin fee / account holder | $394 | $3,584-89.0% | $4,904-92.0% | $4,645-91.5% |