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 | $11,563 | $63,346-81.7% | $92,239-87.5% | $70,124-83.5% |
| Participation rate | 48.0% | 68.7%-20.7pp | 76.5%-28.5pp | 69.5%-21.5pp |
| Annual return | -5.12% | 530.19%-535.3pp | 176.29%-181.4pp | 73.14%-78.3pp |
| Employer contribution / active EE | $323 | $2,471-86.9% | $3,680-91.2% | $2,342-86.2% |
| Participant deferral / active EE | $2,265 | $2,854-20.6% | $3,897-41.9% | $3,332-32.0% |
| Admin fee / account holder | $2,941 | $3,841-23.4% | $5,194-43.4% | $4,645-36.7% |