Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,612 | $178,174-95.7% | $156,181-95.1% | $137,256-94.5% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.8%-32.2pp | 80.0%-33.3pp |
| Annual return | 9.75% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,130 | $6,888-69.1% | $6,132-65.3% | $6,407-66.8% |
| Admin fee / account holder | $3,889 | $17,404-77.7% | $14,586-73.3% | $12,270-68.3% |