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 | $11,289 | $50,554-77.7% | $67,681-83.3% | $87,485-87.1% |
| Participation rate | 23.8% | 67.7%-43.9pp | 73.7%-49.9pp | 68.9%-45.1pp |
| Annual return | 9.97% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $640 | $2,961-78.4% | $3,976-83.9% | $4,274-85.0% |
| Admin fee / account holder | $15,135 | $4,132+266.3% | $6,100+148.1% | $7,775+94.7% |