Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,219 | $75,935-97.1% | $60,547-96.3% | $125,389-98.2% |
| Participation rate | 41.7% | 76.5%-34.9pp | 68.0%-26.3pp | 83.2%-41.5pp |
| Annual return | -4.35% | -5.38%+1.0pp | 335.64%-340.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,099 | $4,506-75.6% | $3,328-67.0% | $5,352-79.5% |
| Admin fee / account holder | $871 | $6,768-87.1% | $4,536-80.8% | $9,541-90.9% |