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 | $9,836 | $60,349-83.7% | $74,184-86.7% | $62,881-84.4% |
| Participation rate | 21.3% | 72.7%-51.5pp | 76.6%-55.3pp | 69.3%-48.0pp |
| Annual return | -3.51% | 21.38%-24.9pp | 17.74%-21.3pp | 20.14%-23.7pp |
| Employer contribution / active EE | $443 | $1,680-73.6% | $2,370-81.3% | $2,281-80.6% |
| Participant deferral / active EE | $850 | $2,856-70.2% | $3,550-76.1% | $3,203-73.5% |
| Admin fee / account holder | $2,087 | $4,261-51.0% | $5,586-62.6% | $4,296-51.4% |