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 | $7,412 | $59,813-87.6% | $79,580-90.7% | $68,486-89.2% |
| Participation rate | 13.2% | 61.1%-47.9pp | 69.5%-56.3pp | 67.9%-54.7pp |
| Annual return | -21.08% | -12.30%-8.8pp | 0.15%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $740 | $3,024-75.5% | $3,985-81.4% | $4,028-81.6% |
| Admin fee / account holder | $1,640 | $4,835-66.1% | $6,835-76.0% | $5,404-69.7% |