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 | $20,829 | $86,922-76.0% | $102,438-79.7% | $80,874-74.2% |
| Participation rate | 35.0% | 72.4%-37.4pp | 76.5%-41.5pp | 67.6%-32.6pp |
| Annual return | 9.63% | 18.90%-9.3pp | 29.37%-19.7pp | 35.62%-26.0pp |
| Employer contribution / active EE | $511 | $2,369-78.4% | $3,024-83.1% | $2,756-81.4% |
| Participant deferral / active EE | $2,582 | $4,119-37.3% | $5,054-48.9% | $4,297-39.9% |
| Admin fee / account holder | $3,550 | $8,050-55.9% | $9,448-62.4% | $6,935-48.8% |