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.
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 | $6,855 | $134,001-94.9% | $112,258-93.9% | $134,509-94.9% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -28.27% | 47.15%-75.4pp | 27.47%-55.7pp | 418.13%-446.4pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,064 | $5,291-42.1% | $4,728-35.2% | $6,400-52.1% |
| Admin fee / account holder | $455 | $7,491-93.9% | $6,411-92.9% | $11,427-96.0% |