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 | $3,473 | $211,946-98.4% | $169,452-98.0% | $135,379-97.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -12.23% | 3.26%-15.5pp | 1.83%-14.1pp | 519.79%-532.0pp |
| Employer contribution / active EE | $913 | $5,117-82.2% | $4,157-78.0% | $4,779-80.9% |
| Participant deferral / active EE | $913 | $6,075-85.0% | $5,277-82.7% | $5,609-83.7% |
| Admin fee / account holder | $624 | $11,472-94.6% | $9,110-93.2% | $10,828-94.2% |