Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,233 | $80,781-76.2% | $102,437-81.2% | $74,478-74.2% |
| Participation rate | 9.6% | 65.7%-56.0pp | 74.5%-64.9pp | 67.2%-57.6pp |
| Annual return | 9.86% | 27.58%-17.7pp | 24.95%-15.1pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $318 | $3,862-91.8% | $5,060-93.7% | $4,350-92.7% |
| Admin fee / account holder | $8,121 | $2,372+242.4% | $8,388-3.2% | $1,946+317.4% |