Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,921 | $110,212-98.3% | $96,534-98.0% | $139,466-98.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | -26.99% | 26.42%-53.4pp | 25.88%-52.9pp | 373.66%-400.7pp |
| Employer contribution / active EE | $742 | $3,620-79.5% | $2,965-75.0% | $4,754-84.4% |
| Participant deferral / active EE | $1,726 | $5,547-68.9% | $4,851-64.4% | $6,712-74.3% |
| Admin fee / account holder | $1,869 | $11,599-83.9% | $8,253-77.4% | $11,409-83.6% |