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.
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 | $9,627 | $54,162-82.2% | $68,612-86.0% | $64,173-85.0% |
| Participation rate | 45.8% | 68.1%-22.2pp | 72.2%-26.4pp | 69.6%-23.7pp |
| Annual return | -11.30% | -1.62%-9.7pp | -4.63%-6.7pp | 7.63%-18.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,777 | $2,626+5.7% | $3,311-16.1% | $3,470-20.0% |
| Admin fee / account holder | $768 | $4,029-80.9% | $5,131-85.0% | $4,887-84.3% |