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 | $13,341 | $56,110-76.2% | $94,993-86.0% | $70,126-81.0% |
| Participation rate | 57.5% | 65.0%-7.5pp | 73.9%-16.4pp | 69.5%-12.0pp |
| Annual return | 11.28% | 51.02%-39.7pp | 27.14%-15.9pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $673 | $2,391-71.8% | $3,317-79.7% | $3,332-79.8% |
| Admin fee / account holder | $3,008 | $3,456-13.0% | $4,960-39.4% | $4,645-35.2% |