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 | $8,528 | $115,917-92.6% | $100,535-91.5% | $158,982-94.6% |
| Participation rate | 28.6% | 81.6%-53.0pp | 79.4%-50.8pp | 82.0%-53.4pp |
| Annual return | 3.14% | 34.80%-31.7pp | 30.90%-27.8pp | 302.99%-299.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,576 | $6,677-76.4% | $6,271-74.9% | $5,983-73.7% |
| Admin fee / account holder | $18,924 | $11,002+72.0% | $8,085+134.1% | $11,252+68.2% |