Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,707 | $102,422-76.9% | $147,117-83.9% | $80,959-70.7% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.9pp | 67.7%-34.3pp |
| Annual return | 11.65% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $900 | $3,717-75.8% | $4,932-81.8% | $2,757-67.4% |
| Participant deferral / active EE | $1,987 | $6,652-70.1% | $8,065-75.4% | $4,300-53.8% |
| Admin fee / account holder | $1,634 | $7,953-79.5% | $12,993-87.4% | $6,925-76.4% |