Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,059 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -23.40% | 98.49%-121.9pp | 419.75%-443.1pp | 551.28%-574.7pp |
| Employer contribution / active EE | $128 | $5,289-97.6% | $4,936-97.4% | $4,663-97.3% |
| Participant deferral / active EE | $3,095 | $8,429-63.3% | $8,071-61.7% | $6,691-53.7% |
| Admin fee / account holder | $3,917 | $15,050-74.0% | $13,005-69.9% | $13,402-70.8% |