Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,273 | $110,083-93.4% | $151,645-95.2% | $68,490-89.4% |
| Participation rate | 3.3% | 84.0%-80.7pp | 87.5%-84.2pp | 67.9%-64.6pp |
| Annual return | -49.60% | -10.12%-39.5pp | 3.34%-52.9pp | -7.85%-41.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $238 | $6,526-96.3% | $8,363-97.2% | $4,028-94.1% |
| Admin fee / account holder | $654 | $7,718-91.5% | $11,614-94.4% | $5,403-87.9% |