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 | $19,492 | $72,177-73.0% | $115,038-83.1% | $59,633-67.3% |
| Participation rate | 41.9% | 72.6%-30.6pp | 81.4%-39.4pp | 68.7%-26.7pp |
| Annual return | -4.40% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $574 | $2,841-79.8% | $4,608-87.5% | $2,203-74.0% |
| Participant deferral / active EE | $1,556 | $4,783-67.5% | $6,026-74.2% | $3,192-51.2% |
| Admin fee / account holder | $423 | $4,927-91.4% | $8,175-94.8% | $4,297-90.2% |