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 | $7,721 | $41,377-81.3% | $109,313-92.9% | $62,881-87.7% |
| Participation rate | 34.5% | 57.5%-23.0pp | 71.3%-36.7pp | 69.3%-34.8pp |
| Annual return | -1.53% | 11.05%-12.6pp | 22.07%-23.6pp | 20.14%-21.7pp |
| Employer contribution / active EE | $832 | $1,276-34.8% | $3,892-78.6% | $2,281-63.5% |
| Participant deferral / active EE | $223 | $2,045-89.1% | $3,166-93.0% | $3,203-93.0% |
| Admin fee / account holder | $728 | $2,884-74.7% | $5,666-87.1% | $4,296-83.0% |