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.
Employer 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 | $21,457 | $202,342-89.4% | $172,753-87.6% | $152,909-86.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 12.06% | 1029.88%-1017.8pp | 803.00%-790.9pp | 345.46%-333.4pp |
| Employer contribution / active EE | $778 | $5,857-86.7% | $5,144-84.9% | $4,764-83.7% |
| Participant deferral / active EE | $6,355 | $5,948+6.8% | $5,198+22.3% | $5,851+8.6% |
| Admin fee / account holder | $1,361 | $17,112-92.0% | $13,956-90.2% | $11,601-88.3% |