Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,520 | $58,895-95.7% | $178,503-98.6% | $73,497-96.6% |
| Participation rate | 18.2% | 66.2%-48.0pp | 81.9%-63.7pp | 70.7%-52.5pp |
| Annual return | 6.71% | 24.86%-18.2pp | 151.12%-144.4pp | 28.51%-21.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $141 | $2,567-94.5% | $5,202-97.3% | $3,740-96.2% |
| Admin fee / account holder | $409 | $400+2.0% | $13,987-97.1% | $513-20.4% |