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.
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 | $6,834 | $48,267-85.8% | $68,808-90.1% | $68,486-90.0% |
| Participation rate | 26.8% | 60.7%-33.9pp | 69.0%-42.3pp | 67.9%-41.1pp |
| Annual return | -24.95% | -12.70%-12.2pp | -6.37%-18.6pp | -7.85%-17.1pp |
| Employer contribution / active EE | $552 | $1,829-69.8% | $2,656-79.2% | $2,597-78.7% |
| Participant deferral / active EE | $764 | $2,867-73.4% | $3,942-80.6% | $4,028-81.0% |
| Admin fee / account holder | $1,086 | $4,362-75.1% | $4,936-78.0% | $5,404-79.9% |