Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,360 | $57,140-95.9% | $85,240-97.2% | $80,959-97.1% |
| Participation rate | 68.6% | 56.4%+12.2pp | 67.5%+1.0pp | 67.7%+0.9pp |
| Annual return | 5.89% | 21.71%-15.8pp | 66.75%-60.9pp | 35.67%-29.8pp |
| Employer contribution / active EE | $1,206 | $1,802-33.1% | $2,735-55.9% | $2,757-56.3% |
| Participant deferral / active EE | $160 | $3,115-94.9% | $4,527-96.5% | $4,300-96.3% |
| Admin fee / account holder | $915 | $4,992-81.7% | $6,165-85.2% | $6,925-86.8% |