Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,204 | $58,726-74.1% | $92,239-83.5% | $62,293-75.6% |
| Participation rate | 6.3% | 68.3%-62.0pp | 76.5%-70.2pp | 69.5%-63.2pp |
| Annual return | 7.61% | 43.62%-36.0pp | 176.29%-168.7pp | 28.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $266 | $2,766-90.4% | $3,897-93.2% | $3,169-91.6% |
| Admin fee / account holder | $20,727 | $556+3624.8% | $5,194+299.0% | $479+4224.0% |