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 | $17,899 | $94,529-81.1% | $140,019-87.2% | $64,173-72.1% |
| Participation rate | 67.1% | 84.1%-17.0pp | 87.5%-20.4pp | 69.6%-2.5pp |
| Annual return | -8.03% | 7.77%-15.8pp | 651.17%-659.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $588 | $3,812-84.6% | $5,605-89.5% | $2,381-75.3% |
| Participant deferral / active EE | $3,133 | $5,250-40.3% | $6,927-54.8% | $3,470-9.7% |
| Admin fee / account holder | $708 | $6,741-89.5% | $10,705-93.4% | $4,887-85.5% |