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 | $2,252 | $84,236-97.3% | $170,435-98.7% | $70,126-96.8% |
| Participation rate | 57.4% | 70.8%-13.4pp | 83.6%-26.2pp | 69.5%-12.1pp |
| Annual return | 6.13% | 23.06%-16.9pp | 205.94%-199.8pp | 73.15%-67.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $305 | $3,086-90.1% | $4,939-93.8% | $3,332-90.8% |
| Admin fee / account holder | $541 | $5,698-90.5% | $13,881-96.1% | $4,645-88.4% |