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 | $30,066 | $88,186-65.9% | $165,071-81.8% | $74,459-59.6% |
| Participation rate | 17.9% | 73.1%-55.2pp | 78.6%-60.7pp | 67.2%-49.3pp |
| Annual return | 9.94% | 17.13%-7.2pp | 70.17%-60.2pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $705 | $4,505-84.4% | $6,035-88.3% | $4,350-83.8% |
| Admin fee / account holder | $26,949 | $2,234+1106.3% | $12,695+112.3% | $1,945+1285.7% |