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 | $19,272 | $72,404-73.4% | $110,243-82.5% | $64,173-70.0% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.0pp |
| Annual return | -8.06% | -6.29%-1.8pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $468 | $2,282-79.5% | $3,827-87.8% | $2,381-80.3% |
| Participant deferral / active EE | $1,577 | $3,469-54.5% | $4,672-66.3% | $3,470-54.6% |
| Admin fee / account holder | $1,588 | $5,664-72.0% | $8,548-81.4% | $4,887-67.5% |