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 | $16,504 | $71,197-76.8% | $93,669-82.4% | $80,925-79.6% |
| Participation rate | 54.1% | 60.4%-6.3pp | 68.7%-14.7pp | 67.7%-13.6pp |
| Annual return | 9.32% | 11.27%-1.9pp | 133.59%-124.3pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $599 | $4,036-85.2% | $4,416-86.4% | $4,299-86.1% |
| Admin fee / account holder | $1,614 | $6,959-76.8% | $8,291-80.5% | $6,940-76.7% |