Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,218 | $78,425-83.1% | $95,956-86.2% | $79,858-83.4% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.1pp |
| Annual return | -2.90% | 19.37%-22.3pp | 91.63%-94.5pp | 31.72%-34.6pp |
| Employer contribution / active EE | $222 | $1,945-88.6% | $2,541-91.3% | $2,471-91.0% |
| Participant deferral / active EE | $2,219 | $3,440-35.5% | $4,167-46.7% | $3,740-40.7% |
| Admin fee / account holder | $9,134 | $5,622+62.5% | $6,797+34.4% | $5,306+72.1% |