Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,306 | $65,027-67.2% | $90,970-76.6% | $79,852-73.3% |
| Participation rate | 37.0% | 61.6%-24.7pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 9.14% | 30.45%-21.3pp | 134.58%-125.4pp | 31.72%-22.6pp |
| Employer contribution / active EE | $308 | $1,247-75.3% | $2,122-85.5% | $2,471-87.5% |
| Participant deferral / active EE | $907 | $2,512-63.9% | $3,373-73.1% | $3,740-75.7% |
| Admin fee / account holder | $8,232 | $4,535+81.5% | $5,960+38.1% | $5,306+55.1% |