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 | $13,979 | $211,288-93.4% | $178,540-92.2% | $145,884-90.4% |
| Participation rate | 9.5% | 80.8%-71.3pp | 77.1%-67.6pp | 80.3%-70.8pp |
| Annual return | 7.58% | 30.27%-22.7pp | 27.15%-19.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $172 | $6,967-97.5% | $6,281-97.3% | $6,690-97.4% |
| Admin fee / account holder | $55,659 | $12,105+359.8% | $10,424+433.9% | $13,392+315.6% |