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 | $25,970 | $145,431-82.1% | $211,142-87.7% | $87,485-70.3% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.3%-47.3pp | 68.9%-28.9pp |
| Annual return | 9.34% | 27.21%-17.9pp | 46.84%-37.5pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $827 | $6,859-87.9% | $9,284-91.1% | $4,274-80.6% |
| Admin fee / account holder | $3,103 | $17,052-81.8% | $19,076-83.7% | $7,775-60.1% |