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 | $25,531 | $78,707-67.6% | $117,861-78.3% | $70,126-63.6% |
| Participation rate | 30.8% | 73.2%-42.4pp | 79.7%-48.9pp | 69.5%-38.8pp |
| Annual return | 8.44% | 23.30%-14.9pp | 335.11%-326.7pp | 73.15%-64.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,141 | $3,297-65.4% | $4,482-74.5% | $3,332-65.8% |
| Admin fee / account holder | $17,459 | $5,066+244.7% | $8,021+117.7% | $4,645+275.8% |