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 | $12,161 | $69,383-82.5% | $101,271-88.0% | $73,493-83.5% |
| Participation rate | 69.6% | 68.4%+1.2pp | 75.8%-6.2pp | 70.7%-1.1pp |
| Annual return | 3.13% | 18.46%-15.3pp | 46.48%-43.4pp | 28.51%-25.4pp |
| Employer contribution / active EE | $651 | $2,628-75.2% | $3,660-82.2% | $2,270-71.3% |
| Participant deferral / active EE | $766 | $3,301-76.8% | $4,371-82.5% | $3,740-79.5% |
| Admin fee / account holder | $1,310 | $704+86.1% | $5,948-78.0% | $513+155.3% |