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 | $13,457 | $48,364-72.2% | $71,796-81.3% | $62,881-78.6% |
| Participation rate | 13.3% | 60.6%-47.3pp | 69.1%-55.8pp | 69.3%-56.0pp |
| Annual return | 4.65% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $183 | $2,091-91.2% | $2,794-93.4% | $3,203-94.3% |
| Admin fee / account holder | $3,115 | $3,771-17.4% | $4,815-35.3% | $4,296-27.5% |