Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,132 | $117,895-93.1% | $102,460-92.1% | $145,897-94.4% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 7.55% | 31.92%-24.4pp | 29.47%-21.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,840 | $3,619-49.2% | $3,025-39.2% | $4,663-60.5% |
| Participant deferral / active EE | $1,417 | $5,736-75.3% | $5,056-72.0% | $6,689-78.8% |
| Admin fee / account holder | $3,758 | $13,353-71.9% | $9,460-60.3% | $13,390-71.9% |