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 | $14,093 | $93,345-84.9% | $119,126-88.2% | $87,485-83.9% |
| Participation rate | 31.0% | 68.7%-37.8pp | 75.8%-44.8pp | 68.9%-38.0pp |
| Annual return | 4.34% | 19.08%-14.7pp | 282.11%-277.8pp | 26.06%-21.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $932 | $4,099-77.3% | $5,318-82.5% | $4,274-78.2% |
| Admin fee / account holder | $512 | $8,039-93.6% | $10,693-95.2% | $7,775-93.4% |