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 | $11,352 | $59,804-81.0% | $81,982-86.2% | $79,856-85.8% |
| Participation rate | 47.1% | 61.6%-14.6pp | 69.3%-22.2pp | 69.6%-22.6pp |
| Annual return | 7.19% | 17.56%-10.4pp | 41.31%-34.1pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $508 | $2,695-81.2% | $3,722-86.4% | $3,741-86.4% |
| Admin fee / account holder | $14,854 | $4,288+246.4% | $5,665+162.2% | $5,306+179.9% |