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 | $7,619 | $63,346-88.0% | $92,240-91.7% | $70,126-89.1% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 11.81% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $434 | $2,854-84.8% | $3,897-88.9% | $3,332-87.0% |
| Admin fee / account holder | $568 | $3,841-85.2% | $5,194-89.1% | $4,645-87.8% |