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 | $4,314 | $71,208-93.9% | $93,681-95.4% | $80,911-94.7% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.6%-47.6pp |
| Annual return | 8.87% | 11.27%-2.4pp | 133.47%-124.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $417 | $4,035-89.7% | $4,415-90.5% | $4,297-90.3% |
| Admin fee / account holder | $3,132 | $6,951-54.9% | $8,290-62.2% | $6,935-54.8% |