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 | $22,839 | $60,349-62.2% | $74,184-69.2% | $62,881-63.7% |
| Participation rate | 48.3% | 72.7%-24.5pp | 76.6%-28.3pp | 69.3%-21.0pp |
| Annual return | 4.68% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $186 | $2,856-93.5% | $3,550-94.8% | $3,203-94.2% |
| Admin fee / account holder | $12,001 | $4,261+181.7% | $5,586+114.9% | $4,296+179.4% |