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 | $4,039 | $32,037-87.4% | $69,182-94.2% | $62,881-93.6% |
| Participation rate | 15.6% | 43.4%-27.8pp | 55.1%-39.5pp | 69.3%-53.7pp |
| Annual return | 3.49% | 15.16%-11.7pp | -21.93%+25.4pp | 20.14%-16.7pp |
| Employer contribution / active EE | $97 | $679-85.7% | $1,206-91.9% | $2,281-95.7% |
| Participant deferral / active EE | $166 | $1,185-86.0% | $1,897-91.2% | $3,203-94.8% |
| Admin fee / account holder | $1,529 | $2,608-41.4% | $2,697-43.3% | $4,296-64.4% |