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 | $8,818 | $176,838-95.0% | $146,685-94.0% | $167,518-94.7% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 6.04% | 24.04%-18.0pp | 22.75%-16.7pp | 478.71%-472.7pp |
| Employer contribution / active EE | $1,080 | $5,161-79.1% | $4,137-73.9% | $4,838-77.7% |
| Participant deferral / active EE | $1,080 | $6,441-83.2% | $5,507-80.4% | $6,342-83.0% |
| Admin fee / account holder | $519 | $13,262-96.1% | $10,281-95.0% | $12,312-95.8% |