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.
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 | $3,649 | $49,177-92.6% | $79,476-95.4% | $64,181-94.3% |
| Participation rate | 48.8% | 65.0%-16.2pp | 73.3%-24.6pp | 69.6%-20.8pp |
| Annual return | -16.02% | -1.16%-14.9pp | 718.21%-734.2pp | 7.63%-23.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,785 | $2,821-36.7% | $3,704-51.8% | $3,470-48.6% |
| Admin fee / account holder | $383 | $3,839-90.0% | $5,113-92.5% | $4,887-92.2% |