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 | $9,474 | $91,198-89.6% | $178,503-94.7% | $79,856-88.1% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 9.36% | 24.20%-14.8pp | 151.12%-141.8pp | 31.71%-22.3pp |
| Employer contribution / active EE | $463 | $3,257-85.8% | $5,011-90.8% | $2,471-81.3% |
| Participant deferral / active EE | $517 | $3,237-84.0% | $5,202-90.1% | $3,741-86.2% |
| Admin fee / account holder | $1,922 | $6,748-71.5% | $13,987-86.3% | $5,306-63.8% |