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 | $5,285 | $56,287-90.6% | $80,977-93.5% | $62,881-91.6% |
| Participation rate | 32.7% | 68.9%-36.3pp | 75.8%-43.2pp | 69.3%-36.7pp |
| Annual return | -0.02% | 22.13%-22.2pp | 17.11%-17.1pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $212 | $4,196-94.9% | $5,696-96.3% | $3,203-93.4% |
| Admin fee / account holder | $5,097 | $3,742+36.2% | $5,517-7.6% | $4,296+18.6% |