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.
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 | $9,598 | $96,508-90.1% | $75,901-87.4% | $152,897-93.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.3%-31.8pp | 82.5%-45.0pp |
| Annual return | 12.06% | 33.99%-21.9pp | 30.76%-18.7pp | 345.43%-333.4pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,492 | $4,554-67.2% | $3,603-58.6% | $5,851-74.5% |
| Admin fee / account holder | $460 | $8,081-94.3% | $5,420-91.5% | $11,599-96.0% |