Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,828 | $45,126-93.7% | $85,187-96.7% | $74,459-96.2% |
| Participation rate | 0.9% | 49.4%-48.4pp | 67.5%-66.6pp | 67.2%-66.3pp |
| Annual return | -2.09% | 26.30%-28.4pp | 66.67%-68.8pp | 1369.70%-1371.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7 | $2,738-99.7% | $4,525-99.8% | $4,350-99.8% |
| Admin fee / account holder | $7,816 | $2,212+253.4% | $6,162+26.8% | $1,945+301.9% |