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.
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 | $10,162 | $74,535-86.4% | $100,712-89.9% | $82,637-87.7% |
| Participation rate | 38.5% | 61.2%-22.7pp | 69.3%-30.8pp | 68.1%-29.6pp |
| Annual return | 7.97% | 18.92%-11.0pp | 33.27%-25.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $815 | $1,503-45.8% | $2,313-64.8% | $2,552-68.1% |
| Participant deferral / active EE | $661 | $3,074-78.5% | $4,085-83.8% | $4,126-84.0% |
| Admin fee / account holder | $9,804 | $6,576+49.1% | $9,256+5.9% | $7,339+33.6% |