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 | $15,621 | $57,828-73.0% | $117,039-86.7% | $70,126-77.7% |
| Participation rate | 12.5% | 67.1%-54.6pp | 77.2%-64.7pp | 69.5%-57.0pp |
| Annual return | 5.19% | 17.55%-12.4pp | 18.95%-13.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $141 | $2,438-94.2% | $3,929-96.4% | $3,332-95.8% |
| Admin fee / account holder | $25,081 | $3,548+606.9% | $5,974+319.9% | $4,645+439.9% |