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 | $14,775 | $48,570-69.6% | $130,660-88.7% | $72,975-79.8% |
| Participation rate | 18.2% | 58.6%-40.4pp | 71.7%-53.6pp | 69.5%-51.3pp |
| Annual return | 1.67% | 38.63%-37.0pp | 1709.29%-1707.6pp | 81.01%-79.3pp |
| Employer contribution / active EE | $294 | $1,334-78.0% | $4,092-92.8% | $2,440-88.0% |
| Participant deferral / active EE | $554 | $2,384-76.8% | $3,603-84.6% | $3,608-84.7% |
| Admin fee / account holder | $2,684 | $3,549-24.4% | $5,463-50.9% | $5,124-47.6% |