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 | $9,887 | $51,166-80.7% | $70,544-86.0% | $71,511-86.2% |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.4%-68.4pp | 67.9%-67.9pp |
| Annual return | 10.97% | 42.71%-31.7pp | 32.79%-21.8pp | 28.86%-17.9pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $60 | $3,031-98.0% | $4,568-98.7% | $4,291-98.6% |
| Admin fee / account holder | $3,261 | $2,000+63.1% | $6,427-49.3% | $1,588+105.3% |