Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,049 | $70,532-95.7% | $68,948-95.6% | $137,256-97.8% |
| Participation rate | 11.1% | 81.0%-69.9pp | 79.2%-68.0pp | 80.0%-68.8pp |
| Annual return | 10.54% | 32.56%-22.0pp | 28.39%-17.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $276 | $4,355-93.7% | $4,165-93.4% | $4,156-93.4% |
| Participant deferral / active EE | $424 | $6,773-93.7% | $6,186-93.2% | $6,407-93.4% |
| Admin fee / account holder | $35,009 | $7,916+342.2% | $7,539+364.4% | $12,270+185.3% |