Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,160 | $87,106-68.8% | $105,607-74.3% | $80,935-66.4% |
| Participation rate | 11.1% | 70.4%-59.3pp | 75.3%-64.2pp | 67.7%-56.6pp |
| Annual return | 9.71% | 17.01%-7.3pp | 116.11%-106.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $508 | $3,986-87.3% | $5,011-89.9% | $4,299-88.2% |
| Admin fee / account holder | $711 | $8,447-91.6% | $10,958-93.5% | $6,924-89.7% |