Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,733 | $64,729-86.5% | $112,263-92.2% | $68,490-87.2% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -25.56% | -11.40%-14.2pp | 27.49%-53.1pp | -7.85%-17.7pp |
| Employer contribution / active EE | $1,013 | $2,746-63.1% | $3,636-72.1% | $2,597-61.0% |
| Participant deferral / active EE | $1,325 | $3,566-62.8% | $4,729-72.0% | $4,028-67.1% |
| Admin fee / account holder | $1,046 | $5,222-80.0% | $6,410-83.7% | $5,403-80.6% |