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 | $5,737 | $77,638-92.6% | $156,551-96.3% | $62,881-90.9% |
| Participation rate | 44.4% | 71.2%-26.8pp | 84.0%-39.6pp | 69.3%-24.9pp |
| Annual return | 0.06% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $896 | $3,046-70.6% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $1,606 | $5,561-71.1% | $13,028-87.7% | $4,296-62.6% |