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 | $26,900 | $78,562-65.8% | $105,608-74.5% | $74,429-63.9% |
| Participation rate | 30.1% | 72.8%-42.7pp | 75.3%-45.1pp | 67.2%-37.1pp |
| Annual return | 8.03% | 15.94%-7.9pp | 116.50%-108.5pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,375 | $4,321-68.2% | $5,010-72.6% | $4,348-68.4% |
| Admin fee / account holder | $2,203 | $2,217-0.6% | $11,028-80.0% | $1,944+13.3% |