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 | $16,752 | $48,364-65.4% | $71,796-76.7% | $62,881-73.4% |
| Participation rate | 46.2% | 60.6%-14.5pp | 69.1%-23.0pp | 69.3%-23.2pp |
| Annual return | 4.30% | 13.16%-8.9pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,282 | $1,042+23.1% | $1,924-33.4% | $2,281-43.8% |
| Participant deferral / active EE | $215 | $2,091-89.7% | $2,794-92.3% | $3,203-93.3% |
| Admin fee / account holder | $987 | $3,771-73.8% | $4,815-79.5% | $4,296-77.0% |