Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,159 | $138,114-95.5% | $125,391-95.1% | $134,545-95.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -41.78% | 750.88%-792.7pp | 572.41%-614.2pp | 418.37%-460.1pp |
| Employer contribution / active EE | $1,193 | $5,246-77.3% | $4,816-75.2% | $4,742-74.8% |
| Participant deferral / active EE | $2,035 | $7,801-73.9% | $7,448-72.7% | $6,401-68.2% |
| Admin fee / account holder | $2,570 | $11,570-77.8% | $10,009-74.3% | $11,431-77.5% |