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 | $11,002 | $58,493-81.2% | $84,021-86.9% | $72,975-84.9% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 12.27% | 28.93%-16.7pp | 71.32%-59.0pp | 81.01%-68.7pp |
| Employer contribution / active EE | $102 | $1,163-91.2% | $1,984-94.8% | $2,440-95.8% |
| Participant deferral / active EE | $1,507 | $2,394-37.0% | $3,239-53.5% | $3,608-58.2% |
| Admin fee / account holder | $1,267 | $4,569-72.3% | $6,102-79.2% | $5,124-75.3% |