Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $976 | $81,331-98.8% | $155,534-99.4% | $80,935-98.8% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 5.91% | 33.37%-27.5pp | 64.92%-59.0pp | 35.66%-29.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,033 | $3,454-70.1% | $5,630-81.7% | $4,299-76.0% |
| Admin fee / account holder | $5,352 | $7,999-33.1% | $15,900-66.3% | $6,924-22.7% |