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 | $33,923 | $100,194-66.1% | $122,979-72.4% | $86,983-61.0% |
| Participation rate | 23.4% | 73.0%-49.6pp | 77.2%-53.8pp | 69.5%-46.1pp |
| Annual return | 10.06% | 16.47%-6.4pp | 20.12%-10.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $870 | $4,133-79.0% | $5,003-82.6% | $4,194-79.3% |
| Admin fee / account holder | $29,453 | $10,148+190.2% | $12,864+129.0% | $7,856+274.9% |