Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,059 | $82,678-87.8% | $125,391-92.0% | $68,490-85.3% |
| Participation rate | 48.5% | 75.1%-26.6pp | 82.4%-33.9pp | 67.9%-19.4pp |
| Annual return | -23.35% | -5.97%-17.4pp | 572.41%-595.8pp | -7.85%-15.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,260 | $6,111+2.4% | $7,448-16.0% | $4,028+55.4% |
| Admin fee / account holder | $1,974 | $6,277-68.5% | $10,009-80.3% | $5,403-63.5% |