Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,158 | $68,996-92.5% | $159,991-96.8% | $68,495-92.5% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 67.9%-34.6pp |
| Annual return | -20.25% | -9.65%-10.6pp | 408.82%-429.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $534 | $2,212-75.9% | $4,225-87.4% | $2,596-79.4% |
| Participant deferral / active EE | $786 | $4,211-81.3% | $6,183-87.3% | $4,028-80.5% |
| Admin fee / account holder | $367 | $4,797-92.4% | $8,715-95.8% | $5,403-93.2% |