Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,130 | $81,487-88.8% | $102,412-91.1% | $80,935-88.7% |
| Participation rate | 20.6% | 66.8%-46.3pp | 74.5%-53.9pp | 67.7%-47.1pp |
| Annual return | 10.03% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,123 | $3,103-63.8% | $3,870-71.0% | $2,757-59.3% |
| Participant deferral / active EE | $1,583 | $3,871-59.1% | $5,060-68.7% | $4,299-63.2% |
| Admin fee / account holder | $2,710 | $6,717-59.7% | $8,388-67.7% | $6,924-60.9% |