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 | $6,754 | $59,819-88.7% | $79,583-91.5% | $68,490-90.1% |
| Participation rate | 21.8% | 61.1%-39.3pp | 69.5%-47.7pp | 67.9%-46.1pp |
| Annual return | -30.15% | -12.30%-17.9pp | 0.16%-30.3pp | -7.85%-22.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,736 | $3,025-42.6% | $3,986-56.4% | $4,028-56.9% |
| Admin fee / account holder | $2,622 | $4,835-45.8% | $6,835-61.6% | $5,403-51.5% |