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.
Employer 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 | $12,432 | $61,660-79.8% | $80,022-84.5% | $64,173-80.6% |
| Participation rate | 59.6% | 71.7%-12.1pp | 75.8%-16.3pp | 69.6%-10.0pp |
| Annual return | -9.57% | -0.33%-9.2pp | 11.22%-20.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $276 | $1,810-84.7% | $2,468-88.8% | $2,381-88.4% |
| Participant deferral / active EE | $1,342 | $2,968-54.8% | $3,686-63.6% | $3,470-61.3% |
| Admin fee / account holder | $391 | $5,417-92.8% | $6,521-94.0% | $4,887-92.0% |