Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,176 | $111,814-95.4% | $103,378-95.0% | $145,978-96.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 5.19% | 24.80%-19.6pp | 24.91%-19.7pp | 550.52%-545.3pp |
| Employer contribution / active EE | $814 | $4,215-80.7% | $3,870-79.0% | $4,662-82.5% |
| Participant deferral / active EE | $2,884 | $5,618-48.7% | $5,058-43.0% | $6,690-56.9% |
| Admin fee / account holder | $1,365 | $9,764-86.0% | $8,401-83.8% | $13,400-89.8% |