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 | $6,608 | $211,946-96.9% | $169,452-96.1% | $135,382-95.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -10.85% | 3.26%-14.1pp | 1.83%-12.7pp | 519.77%-530.6pp |
| Employer contribution / active EE | $444 | $5,117-91.3% | $4,157-89.3% | $4,779-90.7% |
| Participant deferral / active EE | $865 | $6,075-85.8% | $5,277-83.6% | $5,609-84.6% |
| Admin fee / account holder | $727 | $11,472-93.7% | $9,110-92.0% | $10,829-93.3% |