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 | $12,101 | $60,119-79.9% | $90,430-86.6% | $79,858-84.8% |
| Participation rate | 65.7% | 65.0%+0.7pp | 72.7%-7.0pp | 69.6%-3.9pp |
| Annual return | 6.22% | 71.94%-65.7pp | 1293.73%-1287.5pp | 31.72%-25.5pp |
| Employer contribution / active EE | $747 | $2,068-63.9% | $3,262-77.1% | $2,471-69.8% |
| Participant deferral / active EE | $697 | $2,938-76.3% | $3,963-82.4% | $3,740-81.4% |
| Admin fee / account holder | $1,249 | $3,976-68.6% | $5,613-77.7% | $5,306-76.5% |