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 | $18,492 | $97,550-81.0% | $120,344-84.6% | $87,485-78.9% |
| Participation rate | 59.5% | 72.8%-13.4pp | 76.7%-17.3pp | 68.9%-9.5pp |
| Annual return | 8.70% | 18.41%-9.7pp | 20.30%-11.6pp | 26.06%-17.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,005 | $4,230-76.2% | $5,135-80.4% | $4,274-76.5% |
| Admin fee / account holder | $6,165 | $9,543-35.4% | $12,742-51.6% | $7,775-20.7% |