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 | $3,340 | $50,958-93.4% | $74,552-95.5% | $64,181-94.8% |
| Participation rate | 3.1% | 61.1%-57.9pp | 69.1%-66.0pp | 69.6%-66.4pp |
| Annual return | -8.65% | -1.86%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $259 | $1,115-76.8% | $1,961-86.8% | $2,381-89.1% |
| Participant deferral / active EE | $698 | $2,301-69.7% | $3,108-77.5% | $3,470-79.9% |
| Admin fee / account holder | $3,515 | $4,223-16.8% | $5,060-30.5% | $4,887-28.1% |