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 | $3,643 | $73,848-95.1% | $143,799-97.5% | $68,486-94.7% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -24.03% | 0.91%-24.9pp | -0.04%-24.0pp | -7.85%-16.2pp |
| Employer contribution / active EE | $551 | $3,184-82.7% | $4,952-88.9% | $2,597-78.8% |
| Participant deferral / active EE | $812 | $3,385-76.0% | $5,638-85.6% | $4,028-79.8% |
| Admin fee / account holder | $638 | $5,755-88.9% | $14,677-95.7% | $5,404-88.2% |