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 | $5,524 | $96,508-94.3% | $75,901-92.7% | $152,897-96.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.5%-23.4pp |
| Annual return | 3.41% | 33.99%-30.6pp | 30.76%-27.4pp | 345.43%-342.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $867 | $4,554-81.0% | $3,603-75.9% | $5,851-85.2% |
| Admin fee / account holder | $1,335 | $8,081-83.5% | $5,420-75.4% | $11,599-88.5% |