Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,316 | $84,953-90.2% | $163,379-94.9% | $82,637-89.9% |
| Participation rate | 35.0% | 65.9%-30.9pp | 76.8%-41.8pp | 68.1%-33.1pp |
| Annual return | 9.87% | 23.07%-13.2pp | 63.41%-53.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,402 | $4,326-67.6% | $6,282-77.7% | $4,126-66.0% |
| Admin fee / account holder | $4,332 | $7,921-45.3% | $9,818-55.9% | $7,339-41.0% |