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.
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 | $10,557 | $46,360-77.2% | $147,617-92.8% | $52,331-79.8% |
| Participation rate | 24.8% | 64.9%-40.2pp | 84.6%-59.9pp | 68.1%-43.4pp |
| Annual return | -4.13% | 1.62%-5.7pp | 61.98%-66.1pp | 4.54%-8.7pp |
| Employer contribution / active EE | $120 | $2,126-94.4% | $5,564-97.8% | $1,882-93.6% |
| Participant deferral / active EE | $893 | $2,258-60.5% | $4,895-81.8% | $3,022-70.5% |
| Admin fee / account holder | $1,439 | $766+87.9% | $11,612-87.6% | $592+143.3% |