Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,056 | $73,839-90.4% | $143,788-95.1% | $68,495-89.7% |
| Participation rate | 26.4% | 66.7%-40.3pp | 80.3%-53.9pp | 67.9%-41.5pp |
| Annual return | -22.16% | 1.01%-23.2pp | -0.03%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,035 | $3,384-69.4% | $5,638-81.6% | $4,028-74.3% |
| Admin fee / account holder | $343 | $5,755-94.0% | $14,675-97.7% | $5,403-93.6% |