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 | $9,167 | $72,177-87.3% | $115,038-92.0% | $59,633-84.6% |
| Participation rate | 34.7% | 72.6%-37.9pp | 81.4%-46.7pp | 68.7%-34.0pp |
| Annual return | -5.16% | 12.02%-17.2pp | 26.14%-31.3pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $484 | $2,841-82.9% | $4,608-89.5% | $2,203-78.0% |
| Participant deferral / active EE | $1,310 | $4,783-72.6% | $6,026-78.3% | $3,192-59.0% |
| Admin fee / account holder | $1,178 | $4,927-76.1% | $8,175-85.6% | $4,297-72.6% |