Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,881 | $156,616-84.8% | $133,346-82.1% | $198,609-88.0% |
| Participation rate | 23.1% | 77.7%-54.6pp | 72.8%-49.8pp | 82.4%-59.3pp |
| Annual return | -18.44% | 44.25%-62.7pp | 36.85%-55.3pp | 202.70%-221.1pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $369 | $4,920-92.5% | $4,332-91.5% | $6,977-94.7% |
| Admin fee / account holder | $7,600 | $17,468-56.5% | $14,264-46.7% | $19,030-60.1% |