Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,467 | $80,332-82.0% | $107,187-86.5% | $64,097-77.4% |
| Participation rate | 9.8% | 54.4%-44.7pp | 75.0%-65.3pp | 55.2%-45.4pp |
| Annual return | 12.11% | 24.26%-12.1pp | 204.55%-192.4pp | 34.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $301 | $3,109-90.3% | $5,096-94.1% | $3,080-90.2% |
| Admin fee / account holder | $14,061 | $4,314+225.9% | $9,162+53.5% | $3,454+307.0% |