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 | $11,695 | $62,672-81.3% | $185,117-93.7% | $70,126-83.3% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 12.99% | 40.79%-27.8pp | 40.50%-27.5pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,083 | $3,272-66.9% | $5,045-78.5% | $3,332-67.5% |
| Admin fee / account holder | $10,838 | $3,932+175.7% | $8,159+32.8% | $4,645+133.3% |