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 | $38,169 | $98,982-61.4% | $162,171-76.5% | $65,185-41.4% |
| Participation rate | 17.5% | 85.8%-68.3pp | 87.6%-70.1pp | 70.2%-52.7pp |
| Annual return | 19.00% | 24.84%-5.8pp | 115.60%-96.6pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,224 | $5,384-77.3% | $7,297-83.2% | $3,514-65.2% |
| Admin fee / account holder | $2,899 | $596+386.1% | $10,843-73.3% | $847+242.2% |