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 | $18,510 | $99,875-81.5% | $146,866-87.4% | $86,983-78.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.5%-49.2pp | 69.5%-36.2pp |
| Annual return | 12.44% | 28.10%-15.7pp | 102.85%-90.4pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $581 | $6,322-90.8% | $7,759-92.5% | $4,194-86.2% |
| Admin fee / account holder | $1,073 | $7,838-86.3% | $13,620-92.1% | $7,856-86.3% |