Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,244 | $77,962-97.1% | $178,540-98.7% | $80,935-97.2% |
| Participation rate | 13.8% | 65.7%-51.9pp | 77.1%-63.3pp | 67.7%-53.9pp |
| Annual return | 8.72% | 18.10%-9.4pp | 27.15%-18.4pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $218 | $4,404-95.1% | $6,281-96.5% | $4,299-94.9% |
| Admin fee / account holder | $331 | $7,156-95.4% | $10,424-96.8% | $6,924-95.2% |