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 | $333 | $65,246-99.5% | $98,716-99.7% | $67,986-99.5% |
| Participation rate | 1.3% | 51.4%-50.1pp | 69.3%-68.0pp | 57.2%-55.9pp |
| Annual return | 5.42% | 20.58%-15.2pp | 31.81%-26.4pp | 31.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2 | $2,594-99.9% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $6,860 | $4,561+50.4% | $8,703-21.2% | $3,203+114.1% |