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 | $6,966 | $63,082-89.0% | $81,726-91.5% | $79,856-91.3% |
| Participation rate | 50.8% | 67.5%-16.7pp | 72.0%-21.2pp | 69.6%-18.8pp |
| Annual return | 8.81% | 22.66%-13.9pp | 29.49%-20.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $514 | $1,795-71.4% | $4,311-88.1% | $2,471-79.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,384 | $4,428-68.8% | $5,160-73.2% | $5,306-73.9% |