Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,620 | $47,479-94.5% | $62,929-95.8% | $82,448-96.8% |
| Participation rate | 40.7% | 66.9%-26.1pp | 73.1%-32.4pp | 68.1%-27.3pp |
| Annual return | -3.37% | 20.34%-23.7pp | 1063.93%-1067.3pp | 41.64%-45.0pp |
| Employer contribution / active EE | $399 | $1,885-78.8% | $2,505-84.1% | $2,551-84.3% |
| Participant deferral / active EE | $521 | $2,870-81.9% | $3,888-86.6% | $4,139-87.4% |
| Admin fee / account holder | $12,372 | $3,804+225.3% | $5,065+144.3% | $7,234+71.0% |