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 | $8,894 | $84,236-89.4% | $170,435-94.8% | $70,126-87.3% |
| Participation rate | 34.1% | 70.8%-36.7pp | 83.6%-49.5pp | 69.5%-35.4pp |
| Annual return | 8.55% | 23.06%-14.5pp | 205.94%-197.4pp | 73.15%-64.6pp |
| Employer contribution / active EE | $469 | $3,387-86.1% | $5,432-91.4% | $2,343-80.0% |
| Participant deferral / active EE | $733 | $3,086-76.2% | $4,939-85.2% | $3,332-78.0% |
| Admin fee / account holder | $6,414 | $5,698+12.6% | $13,881-53.8% | $4,645+38.1% |