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.
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 | $4,598 | $97,881-95.3% | $80,004-94.3% | $125,388-96.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | -7.18% | 9.36%-16.5pp | 7.63%-14.8pp | 282.24%-289.4pp |
| Employer contribution / active EE | $684 | $3,128-78.1% | $2,473-72.3% | $4,866-85.9% |
| Participant deferral / active EE | $467 | $3,744-87.5% | $3,204-85.4% | $5,352-91.3% |
| Admin fee / account holder | $1,046 | $6,278-83.3% | $5,033-79.2% | $9,541-89.0% |