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.
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 | $8,499 | $160,040-94.7% | $147,096-94.2% | $145,877-94.2% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 7.94% | 98.49%-90.6pp | 419.75%-411.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $679 | $5,289-87.2% | $4,936-86.2% | $4,663-85.4% |
| Participant deferral / active EE | $3,904 | $8,429-53.7% | $8,071-51.6% | $6,691-41.6% |
| Admin fee / account holder | $6,144 | $15,050-59.2% | $13,005-52.8% | $13,402-54.2% |