Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,192 | $135,956-98.4% | $123,894-98.2% | $273,972-99.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -114.01% | 56.63%-170.6pp | 47.52%-161.5pp | 41.46%-155.5pp |
| Employer contribution / active EE | $1,964 | $5,170-62.0% | $4,617-57.5% | $4,869-59.7% |
| Participant deferral / active EE | $338 | $6,343-94.7% | $5,984-94.4% | $5,287-93.6% |
| Admin fee / account holder | $17,929 | $9,817+82.6% | $8,357+114.5% | $10,133+76.9% |