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 | $11,750 | $71,878-83.7% | $86,698-86.4% | $68,486-82.8% |
| Participation rate | 41.1% | 72.2%-31.2pp | 76.6%-35.5pp | 67.9%-26.8pp |
| Annual return | -19.56% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $721 | $2,173-66.8% | $2,837-74.6% | $2,597-72.2% |
| Participant deferral / active EE | $1,359 | $3,779-64.0% | $4,656-70.8% | $4,028-66.3% |
| Admin fee / account holder | $2,204 | $6,113-63.9% | $7,493-70.6% | $5,404-59.2% |