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 | $23,790 | $84,493-71.8% | $125,381-81.0% | $66,938-64.5% |
| Participation rate | 23.2% | 76.4%-53.2pp | 82.4%-59.2pp | 69.8%-46.6pp |
| Annual return | -19.11% | -8.49%-10.6pp | 572.31%-591.4pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,291 | $3,554-63.7% | $4,815-73.2% | $2,545-49.3% |
| Participant deferral / active EE | $2,485 | $6,783-63.4% | $7,448-66.6% | $4,238-41.4% |
| Admin fee / account holder | $871 | $685+27.2% | $10,007-91.3% | $594+46.8% |