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 | $5,608 | $65,712-91.5% | $57,196-90.2% | $273,972-98.0% |
| Participation rate | 20.0% | 78.3%-58.3pp | 75.3%-55.3pp | 83.0%-63.0pp |
| Annual return | -9.57% | 22.01%-31.6pp | 14.59%-24.2pp | 41.46%-51.0pp |
| Employer contribution / active EE | $523 | $3,280-84.1% | $2,683-80.5% | $4,869-89.3% |
| Participant deferral / active EE | $523 | $3,782-86.2% | $3,096-83.1% | $5,287-90.1% |
| Admin fee / account holder | $485 | $4,838-90.0% | $3,141-84.5% | $10,133-95.2% |