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 | $5,725 | $75,541-92.4% | $152,093-96.2% | $82,637-93.1% |
| Participation rate | 34.2% | 66.5%-32.3pp | 77.8%-43.6pp | 68.1%-33.8pp |
| Annual return | 11.49% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $491 | $3,206-84.7% | $5,451-91.0% | $4,126-88.1% |
| Admin fee / account holder | $847 | $6,405-86.8% | $14,497-94.2% | $7,339-88.5% |