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 | $4,999 | $68,996-92.8% | $159,991-96.9% | $68,495-92.7% |
| Participation rate | 27.1% | 65.4%-38.3pp | 78.0%-50.8pp | 67.9%-40.8pp |
| Annual return | -22.42% | -9.65%-12.8pp | 408.82%-431.2pp | -7.84%-14.6pp |
| Employer contribution / active EE | $522 | $2,212-76.4% | $4,225-87.6% | $2,596-79.9% |
| Participant deferral / active EE | $653 | $4,211-84.5% | $6,183-89.4% | $4,028-83.8% |
| Admin fee / account holder | $1,077 | $4,797-77.5% | $8,715-87.6% | $5,403-80.1% |