Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,784 | $59,107-85.1% | $86,439-89.8% | $68,495-87.2% |
| Participation rate | 67.5% | 75.2%-7.7pp | 80.3%-12.8pp | 67.9%-0.4pp |
| Annual return | -20.56% | -0.23%-20.3pp | 4395.55%-4416.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,737 | $5,901-19.7% | $6,952-31.9% | $4,028+17.6% |
| Admin fee / account holder | $671 | $5,637-88.1% | $6,732-90.0% | $5,403-87.6% |