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.
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 | $13,240 | $159,978-91.7% | $147,041-91.0% | $145,978-90.9% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 8.27% | 98.36%-90.1pp | 419.21%-410.9pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,132 | $5,288-78.6% | $4,935-77.1% | $4,662-75.7% |
| Participant deferral / active EE | $1,799 | $8,429-78.7% | $8,071-77.7% | $6,690-73.1% |
| Admin fee / account holder | $1,250 | $15,053-91.7% | $13,006-90.4% | $13,400-90.7% |