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 | $22,937 | $83,485-72.5% | $125,195-81.7% | $72,976-68.6% |
| Participation rate | 45.2% | 73.3%-28.1pp | 79.8%-34.5pp | 69.5%-24.3pp |
| Annual return | 4.55% | 25.77%-21.2pp | 43.79%-39.2pp | 81.02%-76.5pp |
| Employer contribution / active EE | $1,143 | $2,346-51.3% | $3,866-70.4% | $2,440-53.2% |
| Participant deferral / active EE | $1,351 | $3,586-62.3% | $4,937-72.6% | $3,608-62.5% |
| Admin fee / account holder | $1,988 | $5,518-64.0% | $9,704-79.5% | $5,124-61.2% |