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 | $11,875 | $58,851-79.8% | $115,167-89.7% | $72,976-83.7% |
| Participation rate | 40.7% | 65.5%-24.8pp | 75.9%-35.2pp | 69.5%-28.7pp |
| Annual return | 2.55% | 23.16%-20.6pp | 35.60%-33.1pp | 81.02%-78.5pp |
| Employer contribution / active EE | $677 | $1,798-62.4% | $3,179-78.7% | $2,440-72.3% |
| Participant deferral / active EE | $858 | $2,643-67.5% | $4,169-79.4% | $3,608-76.2% |
| Admin fee / account holder | $607 | $6,370-90.5% | $7,089-91.4% | $5,124-88.1% |