Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,107 | $49,471-61.4% | $79,583-76.0% | $66,949-71.5% |
| Participation rate | 17.8% | 61.4%-43.6pp | 69.5%-51.7pp | 69.8%-52.1pp |
| Annual return | -19.96% | 84.30%-104.3pp | 0.16%-20.1pp | 1.57%-21.5pp |
| Employer contribution / active EE | $560 | $1,266-55.8% | $2,414-76.8% | $2,545-78.0% |
| Participant deferral / active EE | $839 | $3,160-73.4% | $3,986-79.0% | $4,239-80.2% |
| Admin fee / account holder | $922 | $595+55.0% | $6,835-86.5% | $594+55.3% |