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 | $30,259 | $109,359-72.3% | $162,177-81.3% | $72,975-58.5% |
| Participation rate | 65.4% | 84.3%-18.9pp | 87.6%-22.2pp | 69.5%-4.1pp |
| Annual return | 12.01% | 25.46%-13.4pp | 115.60%-103.6pp | 81.01%-69.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,265 | $5,481-58.7% | $7,297-69.0% | $3,608-37.2% |
| Admin fee / account holder | $794 | $7,972-90.0% | $10,843-92.7% | $5,124-84.5% |