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 | $13,828 | $59,819-76.9% | $79,583-82.6% | $68,490-79.8% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.5%-40.9pp | 67.9%-39.3pp |
| Annual return | -20.42% | -12.30%-8.1pp | 0.16%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $538 | $1,505-64.3% | $2,414-77.7% | $2,597-79.3% |
| Participant deferral / active EE | $1,255 | $3,025-58.5% | $3,986-68.5% | $4,028-68.8% |
| Admin fee / account holder | $994 | $4,835-79.4% | $6,835-85.5% | $5,403-81.6% |