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.
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 | $27,308 | $101,752-73.2% | $164,928-83.4% | $80,911-66.2% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.6%-27.6pp |
| Annual return | 7.26% | 16.73%-9.5pp | 70.08%-62.8pp | 35.63%-28.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,843 | $4,477-36.5% | $6,034-52.9% | $4,297-33.8% |
| Admin fee / account holder | $18,648 | $8,218+126.9% | $12,684+47.0% | $6,935+168.9% |