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 | $7,566 | $132,820-94.3% | $612,566-98.8% | $132,820-94.3% |
| Participation rate | 17.9% | 74.3%-56.3pp | 89.6%-71.6pp | 74.3%-56.3pp |
| Annual return | 5.46% | 14.82%-9.4pp | 668.32%-662.9pp | 14.82%-9.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $13,765-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $321 | $3,980-91.9% | $10,655-97.0% | $3,980-91.9% |
| Admin fee / account holder | $21,446 | $11,722+83.0% | $19,357+10.8% | $11,722+83.0% |