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 | $142,972-81.8% | $214,702-87.9% | $86,983-70.1% |
| Participation rate | 40.0% | 84.9%-44.9pp | 87.5%-47.5pp | 69.5%-29.5pp |
| Annual return | 9.34% | 18.49%-9.1pp | 54.55%-45.2pp | 25.83%-16.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $827 | $6,568-87.4% | $9,147-91.0% | $4,194-80.3% |
| Admin fee / account holder | $3,103 | $17,617-82.4% | $19,830-84.4% | $7,856-60.5% |