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 | $6,225 | $41,981-85.2% | $63,412-90.2% | $59,633-89.6% |
| Participation rate | 32.5% | 60.3%-27.8pp | 67.1%-34.6pp | 68.7%-36.2pp |
| Annual return | -4.12% | 13.04%-17.2pp | 4.04%-8.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,060 | $2,002-47.0% | $2,496-57.5% | $3,192-66.8% |
| Admin fee / account holder | $1,045 | $3,509-70.2% | $3,753-72.1% | $4,297-75.7% |