Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,005 | $157,304-91.7% | $141,197-90.8% | $152,909-91.5% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.5%-64.3pp |
| Annual return | -88.11% | 64.34%-152.5pp | 71.41%-159.5pp | 345.46%-433.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,300 | $7,111-67.7% | $6,710-65.7% | $5,851-60.7% |
| Admin fee / account holder | $2,273 | $12,126-81.3% | $10,265-77.9% | $11,601-80.4% |