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 | $7,792 | $41,377-81.2% | $109,313-92.9% | $62,881-87.6% |
| Participation rate | 19.2% | 57.5%-38.3pp | 71.3%-52.0pp | 69.3%-50.1pp |
| Annual return | 4.75% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $11 | $2,045-99.5% | $3,166-99.7% | $3,203-99.7% |
| Admin fee / account holder | $7,801 | $2,884+170.5% | $5,666+37.7% | $4,296+81.6% |