Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,810 | $53,128-74.0% | $86,582-84.0% | $70,126-80.3% |
| Participation rate | 23.6% | 65.3%-41.7pp | 73.5%-49.9pp | 69.5%-45.9pp |
| Annual return | 12.46% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $299 | $2,695-88.9% | $3,609-91.7% | $3,332-91.0% |
| Admin fee / account holder | $1,206 | $3,584-66.3% | $4,904-75.4% | $4,645-74.0% |