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 | $22,821 | $106,864-78.6% | $147,318-84.5% | $82,637-72.4% |
| Participation rate | 16.9% | 75.5%-58.6pp | 82.1%-65.1pp | 68.1%-51.1pp |
| Annual return | 4.02% | 27.49%-23.5pp | 70.43%-66.4pp | 53.51%-49.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $456 | $6,496-93.0% | $7,906-94.2% | $4,126-88.9% |
| Admin fee / account holder | $5,385 | $8,415-36.0% | $13,708-60.7% | $7,339-26.6% |