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 | $8,566 | $60,139-85.8% | $90,461-90.5% | $79,856-89.3% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 9.06% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $261 | $2,069-87.4% | $3,264-92.0% | $2,471-89.4% |
| Participant deferral / active EE | $447 | $2,939-84.8% | $3,964-88.7% | $3,741-88.0% |
| Admin fee / account holder | $745 | $3,978-81.3% | $5,617-86.7% | $5,306-86.0% |