Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,720 | $101,499-75.6% | $147,005-83.2% | $74,546-66.8% |
| Participation rate | 40.5% | 75.5%-35.0pp | 82.2%-41.6pp | 67.2%-26.7pp |
| Annual return | 9.51% | 8732.34%-8722.8pp | 418.76%-409.3pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $1,186 | $3,811-68.9% | $4,934-76.0% | $2,624-54.8% |
| Participant deferral / active EE | $2,578 | $7,304-64.7% | $8,070-68.1% | $4,347-40.7% |
| Admin fee / account holder | $5,464 | $1,748+212.6% | $13,006-58.0% | $1,944+181.1% |