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 | $95,453-80.6% | $112,040-83.5% | $82,448-77.6% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.5%-17.0pp | 68.1%-8.6pp |
| Annual return | 8.70% | 23.92%-15.2pp | 24.52%-15.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,005 | $4,224-76.2% | $5,098-80.3% | $4,139-75.7% |
| Admin fee / account holder | $6,165 | $9,013-31.6% | $12,098-49.0% | $7,234-14.8% |