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 | $4,454 | $59,839-92.6% | $81,991-94.6% | $79,852-94.4% |
| Participation rate | 44.0% | 61.6%-17.6pp | 69.3%-25.3pp | 69.6%-25.6pp |
| Annual return | -11.65% | 17.56%-29.2pp | 41.31%-53.0pp | 31.72%-43.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $285 | $2,695-89.4% | $3,722-92.3% | $3,740-92.4% |
| Admin fee / account holder | $1,074 | $4,287-74.9% | $5,665-81.0% | $5,306-79.8% |