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 | $13,338 | $75,832-82.4% | $147,618-91.0% | $59,633-77.6% |
| Participation rate | 19.7% | 71.6%-51.9pp | 84.6%-64.9pp | 68.7%-49.0pp |
| Annual return | -5.21% | 0.37%-5.6pp | 61.98%-67.2pp | 2041.40%-2046.6pp |
| Employer contribution / active EE | $276 | $3,485-92.1% | $5,565-95.0% | $2,203-87.5% |
| Participant deferral / active EE | $1,068 | $3,131-65.9% | $4,895-78.2% | $3,192-66.5% |
| Admin fee / account holder | $593 | $5,986-90.1% | $11,612-94.9% | $4,297-86.2% |