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 | $19,548 | $67,411-71.0% | $91,004-78.5% | $70,126-72.1% |
| Participation rate | 9.8% | 71.4%-61.6pp | 75.6%-65.8pp | 69.5%-59.8pp |
| Annual return | 11.82% | -40.16%+52.0pp | 4.60%+7.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $78 | $2,823-97.2% | $3,548-97.8% | $3,332-97.7% |
| Admin fee / account holder | $5,794 | $4,236+36.8% | $5,417+7.0% | $4,645+24.7% |