Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,085 | $86,949-72.3% | $102,460-76.5% | $80,959-70.2% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.7%-33.1pp |
| Annual return | 5.91% | 18.89%-13.0pp | 29.47%-23.6pp | 35.67%-29.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,168 | $4,121-71.7% | $5,056-76.9% | $4,300-72.8% |
| Admin fee / account holder | $25,047 | $8,048+211.2% | $9,460+164.8% | $6,925+261.7% |