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 | $8,237 | $46,877-82.4% | $122,354-93.3% | $70,126-88.3% |
| Participation rate | 37.0% | 58.2%-21.2pp | 71.6%-34.6pp | 69.5%-32.5pp |
| Annual return | 8.17% | 24.22%-16.1pp | 30.28%-22.1pp | 73.15%-65.0pp |
| Employer contribution / active EE | $544 | $1,288-57.8% | $4,051-86.6% | $2,343-76.8% |
| Participant deferral / active EE | $670 | $2,167-69.1% | $3,287-79.6% | $3,332-79.9% |
| Admin fee / account holder | $315 | $3,324-90.5% | $5,479-94.2% | $4,645-93.2% |