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 | $11,096 | $167,353-93.4% | $143,797-92.3% | $134,545-91.8% |
| Participation rate | 47.4% | 84.8%-37.5pp | 80.3%-32.9pp | 81.2%-33.9pp |
| Annual return | -22.76% | 0.48%-23.2pp | -0.04%-22.7pp | 418.37%-441.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,069 | $6,447-67.9% | $5,638-63.3% | $6,401-67.7% |
| Admin fee / account holder | $1,399 | $18,096-92.3% | $14,679-90.5% | $11,431-87.8% |