Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,540 | $57,590-95.6% | $86,233-97.1% | $82,448-96.9% |
| Participation rate | 41.3% | 57.9%-16.6pp | 69.0%-27.7pp | 68.1%-26.8pp |
| Annual return | 7.40% | 22.41%-15.0pp | 61.39%-54.0pp | 41.64%-34.2pp |
| Employer contribution / active EE | $773 | $1,655-53.3% | $2,504-69.2% | $2,551-69.7% |
| Participant deferral / active EE | $209 | $3,080-93.2% | $4,559-95.4% | $4,139-95.0% |
| Admin fee / account holder | $499 | $4,730-89.4% | $8,342-94.0% | $7,234-93.1% |