Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,178 | $78,015-89.5% | $178,505-95.4% | $80,959-89.9% |
| Participation rate | 34.6% | 65.7%-31.1pp | 77.1%-42.5pp | 67.7%-33.1pp |
| Annual return | 10.64% | 18.10%-7.5pp | 27.16%-16.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $592 | $4,406-86.6% | $6,280-90.6% | $4,300-86.2% |
| Admin fee / account holder | $2,479 | $7,160-65.4% | $10,428-76.2% | $6,925-64.2% |