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 | $10,354 | $76,371-86.4% | $93,621-88.9% | $72,976-85.8% |
| Participation rate | 38.2% | 71.8%-33.6pp | 75.8%-37.7pp | 69.5%-31.3pp |
| Annual return | 1.67% | 25.82%-24.2pp | 32.76%-31.1pp | 81.02%-79.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $362 | $3,538-89.8% | $4,070-91.1% | $3,608-90.0% |
| Admin fee / account holder | $14,323 | $6,839+109.4% | $7,890+81.5% | $5,124+179.5% |