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 | $17,727 | $76,551-76.8% | $123,894-85.7% | $62,881-71.8% |
| Participation rate | 36.0% | 73.0%-37.0pp | 81.4%-45.4pp | 69.3%-33.3pp |
| Annual return | 2.93% | 18.68%-15.7pp | 47.52%-44.6pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $687 | $4,840-85.8% | $5,984-88.5% | $3,203-78.6% |
| Admin fee / account holder | $2,972 | $4,826-38.4% | $8,357-64.4% | $4,296-30.8% |