Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,680 | $110,083-86.7% | $151,645-90.3% | $68,490-78.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 87.5%-67.5pp | 67.9%-47.9pp |
| Annual return | -26.26% | -10.12%-16.1pp | 3.34%-29.6pp | -7.85%-18.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,507 | $6,526-61.6% | $8,363-70.0% | $4,028-37.8% |
| Admin fee / account holder | $9,767 | $7,718+26.6% | $11,614-15.9% | $5,403+80.8% |