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 | $3,886 | $81,276-95.2% | $155,574-97.5% | $80,925-95.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 4.42% | 33.36%-28.9pp | 64.87%-60.4pp | 35.65%-31.2pp |
| Employer contribution / active EE | $1,111 | $3,103-64.2% | $4,676-76.2% | $2,756-59.7% |
| Participant deferral / active EE | $252 | $3,453-92.7% | $5,629-95.5% | $4,299-94.1% |
| Admin fee / account holder | $358 | $7,993-95.5% | $15,914-97.8% | $6,940-94.8% |