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 | $5,730 | $104,694-94.5% | $85,709-93.3% | $167,536-96.6% |
| Participation rate | 60.9% | 76.4%-15.5pp | 69.9%-9.0pp | 82.1%-21.2pp |
| Annual return | 1.60% | 21.45%-19.8pp | 21.49%-19.9pp | 478.82%-477.2pp |
| Employer contribution / active EE | $66 | $3,337-98.0% | $2,619-97.5% | $4,839-98.6% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,539 | $10,035-84.7% | $6,876-77.6% | $12,315-87.5% |