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.
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 | $10,859 | $65,704-83.5% | $94,229-88.5% | $59,633-81.8% |
| Participation rate | 58.5% | 72.1%-13.6pp | 78.8%-20.3pp | 68.7%-10.2pp |
| Annual return | -5.21% | 5.22%-10.4pp | 10.68%-15.9pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,589 | $3,143-17.6% | $4,320-40.1% | $3,192-18.9% |
| Admin fee / account holder | $507 | $4,265-88.1% | $6,269-91.9% | $4,297-88.2% |