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 | $13,104 | $202,345-93.5% | $172,755-92.4% | $152,885-91.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 9.33% | 1029.77%-1020.4pp | 802.94%-793.6pp | 345.39%-336.1pp |
| Employer contribution / active EE | $1,003 | $5,858-82.9% | $5,144-80.5% | $4,763-78.9% |
| Participant deferral / active EE | $4,251 | $5,948-28.5% | $5,198-18.2% | $5,851-27.3% |
| Admin fee / account holder | $102,916 | $17,111+501.5% | $13,955+637.5% | $11,598+787.4% |