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 | $16,836 | $58,726-71.3% | $92,240-81.7% | $62,293-73.0% |
| Participation rate | 9.0% | 68.3%-59.3pp | 76.5%-67.5pp | 69.5%-60.5pp |
| Annual return | 12.62% | 43.62%-31.0pp | 176.29%-163.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $112 | $2,766-96.0% | $3,897-97.1% | $3,169-96.5% |
| Admin fee / account holder | $391 | $556-29.8% | $5,194-92.5% | $479-18.5% |