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.
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 | $6,596 | $78,690-91.6% | $161,489-95.9% | $87,485-92.5% |
| Participation rate | 51.2% | 67.5%-16.3pp | 78.7%-27.5pp | 68.9%-17.8pp |
| Annual return | 12.18% | 32.74%-20.6pp | 89.72%-77.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $319 | $2,588-87.7% | $4,268-92.5% | $2,596-87.7% |
| Participant deferral / active EE | $1,202 | $3,311-63.7% | $5,630-78.6% | $4,274-71.9% |
| Admin fee / account holder | $2,528 | $6,724-62.4% | $16,006-84.2% | $7,775-67.5% |