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.
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 | $21,644 | $72,486-70.1% | $87,103-75.2% | $72,976-70.3% |
| Participation rate | 7.0% | 72.8%-65.8pp | 76.9%-69.9pp | 69.5%-62.5pp |
| Annual return | 0.83% | 24.46%-23.6pp | 28.19%-27.4pp | 81.02%-80.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $215 | $3,270-93.4% | $4,049-94.7% | $3,608-94.0% |
| Admin fee / account holder | $374 | $5,055-92.6% | $7,491-95.0% | $5,124-92.7% |