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 | $13,662 | $131,835-89.6% | $108,582-87.4% | $273,972-95.0% |
| Participation rate | 38.1% | 83.5%-45.4pp | 79.6%-41.5pp | 83.0%-44.9pp |
| Annual return | -4.92% | -91.57%+86.7pp | -51.70%+46.8pp | 41.46%-46.4pp |
| Employer contribution / active EE | $307 | $4,913-93.7% | $3,758-91.8% | $4,869-93.7% |
| Participant deferral / active EE | $1,781 | $5,127-65.3% | $4,311-58.7% | $5,287-66.3% |
| Admin fee / account holder | $2,163 | $10,253-78.9% | $7,645-71.7% | $10,133-78.7% |