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 | $9,502 | $153,769-93.8% | $133,975-92.9% | $273,972-96.5% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | -1.39% | 36.51%-37.9pp | 29.29%-30.7pp | 41.46%-42.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,098 | $6,958-84.2% | $6,282-82.5% | $5,287-79.2% |
| Admin fee / account holder | $12,813 | $11,765+8.9% | $9,324+37.4% | $10,133+26.5% |