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 | $17,045 | $86,288-80.2% | $111,306-84.7% | $85,851-80.1% |
| Participation rate | 10.4% | 73.3%-62.9pp | 77.3%-66.9pp | 69.3%-58.9pp |
| Annual return | 7.27% | 19.99%-12.7pp | 54.67%-47.4pp | 318.63%-311.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $178 | $3,641-95.1% | $4,488-96.0% | $3,952-95.5% |
| Admin fee / account holder | $22,932 | $8,189+180.0% | $7,966+187.9% | $6,261+266.3% |