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 | $3,422 | $40,275-91.5% | $57,356-94.0% | $59,633-94.3% |
| Participation rate | 53.7% | 69.1%-15.5pp | 75.1%-21.4pp | 68.7%-15.0pp |
| Annual return | -4.31% | 27.52%-31.8pp | 24.41%-28.7pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $707 | $2,400-70.5% | $3,162-77.6% | $3,192-77.8% |
| Admin fee / account holder | $419 | $2,820-85.2% | $3,357-87.5% | $4,297-90.3% |