Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,836 | $59,819-83.6% | $79,583-87.6% | $68,490-85.6% |
| Participation rate | 21.6% | 61.1%-39.5pp | 69.5%-47.9pp | 67.9%-46.3pp |
| Annual return | -25.03% | -12.30%-12.7pp | 0.16%-25.2pp | -7.85%-17.2pp |
| Employer contribution / active EE | $416 | $1,505-72.3% | $2,414-82.8% | $2,597-84.0% |
| Participant deferral / active EE | $1,231 | $3,025-59.3% | $3,986-69.1% | $4,028-69.4% |
| Admin fee / account holder | $648 | $4,835-86.6% | $6,835-90.5% | $5,403-88.0% |