Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $475 | $71,215-99.3% | $93,696-99.5% | $80,935-99.4% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 3.65% | 11.27%-7.6pp | 133.74%-130.1pp | 35.66%-32.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $98 | $4,037-97.6% | $4,417-97.8% | $4,299-97.7% |
| Admin fee / account holder | $383 | $6,958-94.5% | $8,287-95.4% | $6,924-94.5% |