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 | $22,732 | $108,825-79.1% | $156,181-85.4% | $82,448-72.4% |
| Participation rate | 8.4% | 72.4%-63.9pp | 78.8%-70.4pp | 68.1%-59.6pp |
| Annual return | 10.42% | 20.59%-10.2pp | 64.87%-54.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $70 | $4,577-98.5% | $6,132-98.9% | $4,139-98.3% |
| Admin fee / account holder | $6,326 | $9,341-32.3% | $14,586-56.6% | $7,234-12.6% |