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 | $17,663 | $101,653-82.6% | $147,080-88.0% | $74,459-76.3% |
| Participation rate | 64.7% | 75.6%-10.8pp | 82.2%-17.5pp | 67.2%-2.5pp |
| Annual return | 10.97% | 8754.98%-8744.0pp | 420.17%-409.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,370 | $7,304-81.2% | $8,066-83.0% | $4,350-68.5% |
| Admin fee / account holder | $836 | $1,752-52.3% | $12,989-93.6% | $1,945-57.0% |