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.
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 | $11,243 | $64,716-82.6% | $112,258-90.0% | $68,495-83.6% |
| Participation rate | 40.6% | 67.2%-26.5pp | 75.1%-34.4pp | 67.9%-27.3pp |
| Annual return | -33.25% | -11.40%-21.9pp | 27.47%-60.7pp | -7.84%-25.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,812 | $3,565-49.2% | $4,728-61.7% | $4,028-55.0% |
| Admin fee / account holder | $2,044 | $5,232-60.9% | $6,411-68.1% | $5,403-62.2% |