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 | $7,000 | $109,359-93.6% | $162,185-95.7% | $72,976-90.4% |
| Participation rate | 55.2% | 84.3%-29.1pp | 87.6%-32.4pp | 69.5%-14.3pp |
| Annual return | 12.14% | 25.46%-13.3pp | 115.61%-103.5pp | 81.02%-68.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $631 | $5,481-88.5% | $7,297-91.4% | $3,608-82.5% |
| Admin fee / account holder | $1,865 | $7,972-76.6% | $10,844-82.8% | $5,124-63.6% |