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 | $34,362 | $79,223-56.6% | $102,460-66.5% | $74,478-53.9% |
| Participation rate | 66.4% | 74.8%-8.4pp | 76.5%-10.1pp | 67.2%-0.8pp |
| Annual return | 9.83% | 54.98%-45.1pp | 29.47%-19.6pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,023 | $2,363-56.7% | $3,025-66.2% | $2,626-61.0% |
| Participant deferral / active EE | $2,001 | $4,417-54.7% | $5,056-60.4% | $4,350-54.0% |
| Admin fee / account holder | $38,379 | $2,003+1816.0% | $9,460+305.7% | $1,946+1872.4% |