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 | $8,385 | $72,027-88.4% | $185,861-95.5% | $79,856-89.5% |
| Participation rate | 51.9% | 65.8%-13.9pp | 78.0%-26.2pp | 69.6%-17.8pp |
| Annual return | 7.18% | 23.13%-15.9pp | 35.96%-28.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,102 | $3,780-70.8% | $5,634-80.4% | $3,741-70.5% |
| Admin fee / account holder | $3,683 | $4,513-18.4% | $9,503-61.2% | $5,306-30.6% |