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 | $13,063 | $62,583-79.1% | $76,767-83.0% | $64,173-79.6% |
| Participation rate | 22.6% | 72.8%-50.2pp | 77.0%-54.4pp | 69.6%-47.0pp |
| Annual return | -9.00% | -1.95%-7.1pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $681 | $1,832-62.8% | $2,485-72.6% | $2,381-71.4% |
| Participant deferral / active EE | $909 | $3,145-71.1% | $3,852-76.4% | $3,470-73.8% |
| Admin fee / account holder | $16,754 | $4,667+259.0% | $6,675+151.0% | $4,887+242.8% |