Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,354 | $77,472-87.9% | $100,415-90.7% | $80,959-88.4% |
| Participation rate | 61.8% | 76.9%-15.2pp | 81.5%-19.8pp | 67.7%-5.9pp |
| Annual return | 10.84% | 37.26%-26.4pp | 49.47%-38.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,148 | $6,818-39.2% | $8,091-48.7% | $4,300-3.5% |
| Admin fee / account holder | $5,621 | $5,885-4.5% | $7,906-28.9% | $6,925-18.8% |