Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,767 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 10.40% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,708 | $4,804-64.4% | $4,554-62.5% | $4,156-58.9% |
| Participant deferral / active EE | $2,396 | $8,216-70.8% | $7,897-69.7% | $6,407-62.6% |
| Admin fee / account holder | $37,837 | $14,344+163.8% | $13,129+188.2% | $12,270+208.4% |