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 | $13,138 | $95,453-86.2% | $112,040-88.3% | $82,448-84.1% |
| Participation rate | 17.9% | 72.8%-54.9pp | 76.5%-58.6pp | 68.1%-50.2pp |
| Annual return | 9.94% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $304 | $4,224-92.8% | $5,098-94.0% | $4,139-92.7% |
| Admin fee / account holder | $4,015 | $9,013-55.5% | $12,098-66.8% | $7,234-44.5% |