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 | $26,835 | $57,108-53.0% | $94,229-71.5% | $52,331-48.7% |
| Participation rate | 30.0% | 72.9%-42.9pp | 78.8%-48.8pp | 68.1%-38.1pp |
| Annual return | -5.63% | 1.47%-7.1pp | 10.68%-16.3pp | 4.54%-10.2pp |
| Employer contribution / active EE | $254 | $1,735-85.4% | $3,587-92.9% | $1,882-86.5% |
| Participant deferral / active EE | $1,875 | $3,040-38.3% | $4,320-56.6% | $3,022-38.0% |
| Admin fee / account holder | $5,827 | $546+966.3% | $6,269-7.1% | $592+885.0% |