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.
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 | $725 | $22,602-96.8% | $65,583-98.9% | $75,177-99.0% |
| Participation rate | 3.7% | 63.1%-59.4pp | 65.0%-61.3pp | 67.2%-63.5pp |
| Annual return | 10.13% | 71.13%-61.0pp | 47.46%-37.3pp | 160.75%-150.6pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,117 | $1,695-34.1% | $2,833-60.6% | $4,126-72.9% |
| Admin fee / account holder | $28,686 | $1,877+1428.1% | $4,112+597.7% | $5,651+407.6% |