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.
Employer 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 | $5,833 | $60,139-90.3% | $90,461-93.6% | $79,856-92.7% |
| Participation rate | 23.1% | 65.0%-41.9pp | 72.7%-49.6pp | 69.6%-46.6pp |
| Annual return | -18.11% | 71.96%-90.1pp | 1294.76%-1312.9pp | 31.71%-49.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $859 | $2,939-70.8% | $3,964-78.3% | $3,741-77.0% |
| Admin fee / account holder | $1,618 | $3,978-59.3% | $5,617-71.2% | $5,306-69.5% |