Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,694 | $76,107-82.0% | $96,576-85.8% | $71,495-80.8% |
| Participation rate | 6.0% | 74.4%-68.4pp | 76.0%-70.0pp | 67.9%-62.0pp |
| Annual return | 13.80% | 22.81%-9.0pp | 25.87%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $365 | $4,218-91.4% | $4,851-92.5% | $4,291-91.5% |
| Admin fee / account holder | $4,935 | $2,708+82.2% | $8,253-40.2% | $1,588+210.8% |