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 | $12,521 | $101,795-87.7% | $165,100-92.4% | $80,959-84.5% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-37.0pp | 67.7%-26.0pp |
| Annual return | 7.31% | 16.73%-9.4pp | 70.21%-62.9pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $312 | $4,476-93.0% | $6,035-94.8% | $4,300-92.7% |
| Admin fee / account holder | $11,919 | $8,221+45.0% | $12,696-6.1% | $6,925+72.1% |