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.
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 | $2,692 | $73,848-96.4% | $143,799-98.1% | $68,486-96.1% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.8pp |
| Annual return | -21.53% | 0.91%-22.4pp | -0.04%-21.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $455 | $3,184-85.7% | $4,952-90.8% | $2,597-82.5% |
| Participant deferral / active EE | $749 | $3,385-77.9% | $5,638-86.7% | $4,028-81.4% |
| Admin fee / account holder | $378 | $5,755-93.4% | $14,677-97.4% | $5,404-93.0% |