Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,886 | $142,426-86.0% | $115,167-82.7% | $152,909-87.0% |
| Participation rate | 46.2% | 82.4%-36.2pp | 75.9%-29.8pp | 82.5%-36.3pp |
| Annual return | 3.29% | 41.48%-38.2pp | 35.60%-32.3pp | 345.46%-342.2pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,062 | $5,165-60.1% | $4,169-50.5% | $5,851-64.8% |
| Admin fee / account holder | $323 | $8,464-96.2% | $7,089-95.4% | $11,601-97.2% |