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 | $12,810 | $57,976-77.9% | $63,018-79.7% | $62,293-79.4% |
| Participation rate | 3.9% | 75.9%-72.0pp | 74.8%-70.9pp | 69.5%-65.6pp |
| Annual return | 11.66% | 17.54%-5.9pp | 87.62%-76.0pp | 28.90%-17.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $195 | $2,956-93.4% | $3,330-94.1% | $3,169-93.8% |
| Admin fee / account holder | $14,614 | $276+5199.7% | $3,601+305.9% | $479+2948.8% |