Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,089 | $81,504-81.5% | $102,437-85.3% | $80,959-81.4% |
| Participation rate | 37.8% | 66.9%-29.0pp | 74.5%-36.7pp | 67.7%-29.8pp |
| Annual return | 10.01% | 25.60%-15.6pp | 24.95%-14.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $685 | $3,871-82.3% | $5,060-86.5% | $4,300-84.1% |
| Admin fee / account holder | $6,917 | $6,719+2.9% | $8,388-17.5% | $6,925-0.1% |