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 | $11,405 | $102,385-88.9% | $147,080-92.2% | $80,935-85.9% |
| Participation rate | 63.4% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 10.67% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,004 | $3,717-73.0% | $4,933-79.7% | $2,757-63.6% |
| Participant deferral / active EE | $1,882 | $6,651-71.7% | $8,066-76.7% | $4,299-56.2% |
| Admin fee / account holder | $1,560 | $7,951-80.4% | $12,989-88.0% | $6,924-77.5% |