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 | $17,833 | $69,977-74.5% | $108,582-83.6% | $62,881-71.6% |
| Participation rate | 65.9% | 72.9%-7.0pp | 79.6%-13.7pp | 69.3%-3.5pp |
| Annual return | 3.40% | 10.73%-7.3pp | -51.70%+55.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $897 | $3,165-71.7% | $4,311-79.2% | $3,203-72.0% |
| Admin fee / account holder | $2,564 | $5,076-49.5% | $7,645-66.5% | $4,296-40.3% |