Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,225 | $50,199-93.6% | $70,098-95.4% | $66,930-95.2% |
| Participation rate | 46.0% | 66.3%-20.4pp | 70.5%-24.5pp | 69.8%-23.8pp |
| Annual return | -21.84% | -13.85%-8.0pp | 190.76%-212.6pp | 1.57%-23.4pp |
| Employer contribution / active EE | $594 | $1,864-68.2% | $2,560-76.8% | $2,545-76.7% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $568 | $600-5.3% | $6,266-90.9% | $593-4.3% |