Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,960 | $72,272-89.0% | $101,264-92.1% | $79,858-90.0% |
| Participation rate | 28.8% | 68.5%-39.6pp | 75.8%-47.0pp | 69.6%-40.8pp |
| Annual return | 8.38% | 22.30%-13.9pp | 46.48%-38.1pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,816 | $3,282-44.7% | $4,370-58.4% | $3,740-51.4% |
| Admin fee / account holder | $695 | $4,401-84.2% | $5,947-88.3% | $5,306-86.9% |