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 | $25,694 | $69,977-63.3% | $108,582-76.3% | $62,881-59.1% |
| Participation rate | 33.8% | 72.9%-39.1pp | 79.6%-45.8pp | 69.3%-35.5pp |
| Annual return | 4.04% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $631 | $3,165-80.1% | $4,311-85.4% | $3,203-80.3% |
| Admin fee / account holder | $739 | $5,076-85.4% | $7,645-90.3% | $4,296-82.8% |