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.
Employer 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 | $20,152 | $58,828-65.7% | $78,002-74.2% | $62,881-68.0% |
| Participation rate | 51.1% | 71.1%-20.0pp | 75.5%-24.5pp | 69.3%-18.2pp |
| Annual return | 3.14% | 17.16%-14.0pp | 425.99%-422.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $61 | $1,672-96.4% | $2,470-97.5% | $2,281-97.3% |
| Participant deferral / active EE | $1,383 | $2,686-48.5% | $3,497-60.4% | $3,203-56.8% |
| Admin fee / account holder | $3,340 | $4,393-24.0% | $5,481-39.1% | $4,296-22.2% |