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 | $9,565 | $111,814-91.4% | $103,378-90.7% | $145,978-93.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 6.22% | 24.80%-18.6pp | 24.91%-18.7pp | 550.52%-544.3pp |
| Employer contribution / active EE | $1,686 | $4,215-60.0% | $3,870-56.4% | $4,662-63.8% |
| Participant deferral / active EE | $494 | $5,618-91.2% | $5,058-90.2% | $6,690-92.6% |
| Admin fee / account holder | $19,710 | $9,764+101.9% | $8,401+134.6% | $13,400+47.1% |