Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,650 | $71,872-76.8% | $86,691-80.8% | $68,495-75.7% |
| Participation rate | 32.3% | 72.2%-40.0pp | 76.6%-44.3pp | 67.9%-35.6pp |
| Annual return | -21.31% | 3.53%-24.8pp | 35.94%-57.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,070 | $3,779-45.2% | $4,656-55.5% | $4,028-48.6% |
| Admin fee / account holder | $1,588 | $6,112-74.0% | $7,492-78.8% | $5,403-70.6% |