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.
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 | $21,067 | $54,380-61.3% | $68,509-69.2% | $59,633-64.7% |
| Participation rate | 46.7% | 70.2%-23.5pp | 74.7%-28.1pp | 68.7%-22.0pp |
| Annual return | -7.86% | 2.83%-10.7pp | 8.27%-16.1pp | 2041.40%-2049.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $598 | $2,643-77.4% | $3,382-82.3% | $3,192-81.3% |
| Admin fee / account holder | $857 | $3,885-77.9% | $5,275-83.7% | $4,297-80.0% |