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 | $7,607 | $48,078-84.2% | $78,676-90.3% | $62,881-87.9% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.6%-48.6pp | 69.3%-44.3pp |
| Annual return | -0.62% | 31.36%-32.0pp | 62.19%-62.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $340 | $2,015-83.1% | $2,850-88.1% | $2,281-85.1% |
| Participant deferral / active EE | $602 | $2,587-76.7% | $3,517-82.9% | $3,203-81.2% |
| Admin fee / account holder | $5,580 | $3,206+74.0% | $4,510+23.7% | $4,296+29.9% |