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 | $9,899 | $51,466-80.8% | $78,778-87.4% | $62,293-84.1% |
| Participation rate | 18.4% | 59.8%-41.3pp | 69.2%-50.7pp | 69.5%-51.1pp |
| Annual return | 7.27% | 19.96%-12.7pp | 35.62%-28.4pp | 28.90%-21.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $440 | $2,147-79.5% | $2,958-85.1% | $3,169-86.1% |
| Admin fee / account holder | $990 | $489+102.3% | $5,134-80.7% | $479+106.5% |