Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,668 | $65,367-80.6% | $92,915-86.4% | $72,976-82.6% |
| Participation rate | 48.7% | 68.3%-19.6pp | 76.0%-27.3pp | 69.5%-20.8pp |
| Annual return | 3.24% | 42.11%-38.9pp | 109.45%-106.2pp | 81.02%-77.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $839 | $3,128-73.2% | $4,238-80.2% | $3,608-76.7% |
| Admin fee / account holder | $650 | $4,251-84.7% | $5,796-88.8% | $5,124-87.3% |