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 | $18,816 | $48,364-61.1% | $71,796-73.8% | $62,881-70.1% |
| Participation rate | 14.3% | 60.6%-46.3pp | 69.1%-54.8pp | 69.3%-55.0pp |
| Annual return | 2.73% | 13.16%-10.4pp | 78.04%-75.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $191 | $1,042-81.7% | $1,924-90.1% | $2,281-91.6% |
| Participant deferral / active EE | $271 | $2,091-87.0% | $2,794-90.3% | $3,203-91.5% |
| Admin fee / account holder | $435 | $3,771-88.5% | $4,815-91.0% | $4,296-89.9% |