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 | $7,052 | $99,345-92.9% | $84,753-91.7% | $273,970-97.4% |
| Participation rate | 41.2% | 80.7%-39.5pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | -3.08% | 22.93%-26.0pp | 22.78%-25.9pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,934 | $4,270-54.7% | $3,712-47.9% | $5,287-63.4% |
| Admin fee / account holder | $806 | $6,645-87.9% | $5,333-84.9% | $10,132-92.0% |