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 | $5,744 | $95,406-94.0% | $185,849-96.9% | $85,847-93.3% |
| Participation rate | 28.6% | 68.8%-40.2pp | 81.7%-53.1pp | 69.3%-40.7pp |
| Annual return | 10.87% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $632 | $3,424-81.5% | $5,569-88.7% | $3,952-84.0% |
| Admin fee / account holder | $1,023 | $7,214-85.8% | $16,244-93.7% | $6,261-83.7% |