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 | $13,001 | $86,949-85.0% | $102,460-87.3% | $80,959-83.9% |
| Participation rate | 59.6% | 72.4%-12.8pp | 76.5%-17.0pp | 67.7%-8.1pp |
| Annual return | 8.86% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $464 | $4,121-88.7% | $5,056-90.8% | $4,300-89.2% |
| Admin fee / account holder | $546 | $8,048-93.2% | $9,460-94.2% | $6,925-92.1% |