Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,417 | $50,812-77.5% | $155,602-92.7% | $77,692-85.3% |
| Participation rate | 4.6% | 63.1%-58.5pp | 78.2%-73.6pp | 70.6%-66.0pp |
| Annual return | 11.22% | 34.85%-23.6pp | 64.81%-53.6pp | 31.25%-20.0pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $174 | $2,822-93.8% | $5,629-96.9% | $4,648-96.3% |
| Admin fee / account holder | $1,070 | $436+145.3% | $15,923-93.3% | $431+148.5% |