Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,911 | $48,364-73.3% | $71,796-82.0% | $62,881-79.5% |
| Participation rate | 34.0% | 60.6%-26.7pp | 69.1%-35.2pp | 69.3%-35.3pp |
| Annual return | -14.17% | 13.16%-27.3pp | 78.04%-92.2pp | 20.14%-34.3pp |
| Employer contribution / active EE | $199 | $1,042-80.9% | $1,924-89.7% | $2,281-91.3% |
| Participant deferral / active EE | $498 | $2,091-76.2% | $2,794-82.2% | $3,203-84.4% |
| Admin fee / account holder | $1,606 | $3,771-57.4% | $4,815-66.6% | $4,296-62.6% |