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 | $5,384 | $40,264-86.6% | $57,349-90.6% | $59,633-91.0% |
| Participation rate | 23.1% | 69.2%-46.1pp | 75.1%-52.0pp | 68.7%-45.6pp |
| Annual return | -3.64% | 27.51%-31.2pp | 24.40%-28.0pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $387 | $2,400-83.9% | $3,162-87.8% | $3,192-87.9% |
| Admin fee / account holder | $836 | $2,819-70.4% | $3,356-75.1% | $4,297-80.5% |