Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,659 | $82,674-78.6% | $125,381-85.9% | $68,486-74.2% |
| Participation rate | 39.8% | 75.1%-35.3pp | 82.4%-42.6pp | 67.9%-28.1pp |
| Annual return | -21.83% | -5.97%-15.9pp | 572.31%-594.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $945 | $3,382-72.0% | $4,815-80.4% | $2,597-63.6% |
| Participant deferral / active EE | $2,193 | $6,111-64.1% | $7,448-70.6% | $4,028-45.6% |
| Admin fee / account holder | $1,765 | $6,277-71.9% | $10,007-82.4% | $5,404-67.3% |