Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,802 | $56,484-77.3% | $169,452-92.4% | $64,173-80.1% |
| Participation rate | 29.2% | 64.5%-35.4pp | 77.8%-48.6pp | 69.6%-40.4pp |
| Annual return | -70.85% | -1.55%-69.3pp | 1.83%-72.7pp | 7.63%-78.5pp |
| Employer contribution / active EE | $320 | $1,832-82.5% | $4,157-92.3% | $2,381-86.6% |
| Participant deferral / active EE | $632 | $3,448-81.7% | $5,277-88.0% | $3,470-81.8% |
| Admin fee / account holder | $2,682 | $4,174-35.8% | $9,110-70.6% | $4,887-45.1% |