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 | $10,457 | $86,288-87.9% | $111,306-90.6% | $85,851-87.8% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 10.10% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $723 | $2,044-64.6% | $2,732-73.5% | $2,565-71.8% |
| Participant deferral / active EE | $1,022 | $3,641-71.9% | $4,488-77.2% | $3,952-74.1% |
| Admin fee / account holder | $926 | $8,189-88.7% | $7,966-88.4% | $6,261-85.2% |