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 | $23,322 | $105,198-77.8% | $159,455-85.4% | $85,856-72.8% |
| Participation rate | 10.6% | 75.8%-65.2pp | 82.8%-72.2pp | 69.3%-58.7pp |
| Annual return | 5.13% | 45.08%-40.0pp | 263.63%-258.5pp | 318.58%-313.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $83 | $5,946-98.6% | $7,353-98.9% | $3,952-97.9% |
| Admin fee / account holder | $1,977 | $6,934-71.5% | $10,800-81.7% | $6,261-68.4% |