Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,725 | $44,850-85.0% | $60,547-88.9% | $59,633-88.7% |
| Participation rate | 20.0% | 59.5%-39.5pp | 68.0%-48.0pp | 68.7%-48.7pp |
| Annual return | -11.64% | 1074.14%-1085.8pp | 335.64%-347.3pp | 2041.40%-2053.0pp |
| Employer contribution / active EE | $319 | $1,462-78.2% | $2,419-86.8% | $2,203-85.5% |
| Participant deferral / active EE | $755 | $2,230-66.1% | $3,328-77.3% | $3,192-76.3% |
| Admin fee / account holder | $349 | $3,635-90.4% | $4,536-92.3% | $4,297-91.9% |