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.
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 | $11,838 | $63,346-81.3% | $92,239-87.2% | $70,124-83.1% |
| Participation rate | 58.1% | 68.7%-10.6pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 9.47% | 530.19%-520.7pp | 176.29%-166.8pp | 73.14%-63.7pp |
| Employer contribution / active EE | $24 | $2,471-99.0% | $3,680-99.3% | $2,342-99.0% |
| Participant deferral / active EE | $1,225 | $2,854-57.1% | $3,897-68.6% | $3,332-63.2% |
| Admin fee / account holder | $2,371 | $3,841-38.3% | $5,194-54.3% | $4,645-49.0% |