Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,015 | $48,078-87.5% | $78,676-92.4% | $62,881-90.4% |
| Participation rate | 64.3% | 65.2%-0.9pp | 73.6%-9.3pp | 69.3%-5.0pp |
| Annual return | 3.82% | 31.36%-27.5pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $436 | $2,015-78.3% | $2,850-84.7% | $2,281-80.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $905 | $3,206-71.8% | $4,510-79.9% | $4,296-78.9% |