Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,738 | $93,586-82.1% | $135,925-87.7% | $75,173-77.7% |
| Participation rate | 12.9% | 75.2%-62.3pp | 81.9%-69.0pp | 67.2%-54.3pp |
| Annual return | 9.90% | 30.90%-21.0pp | 68.25%-58.4pp | 160.65%-150.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,857-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $994 | $6,405-84.5% | $7,759-87.2% | $4,126-75.9% |
| Admin fee / account holder | $14,113 | $6,977+102.3% | $10,764+31.1% | $5,651+149.7% |