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 | $5,180 | $48,267-89.3% | $68,794-92.5% | $68,495-92.4% |
| Participation rate | 23.3% | 60.7%-37.3pp | 69.0%-45.7pp | 67.9%-44.6pp |
| Annual return | -37.00% | -12.70%-24.3pp | -6.37%-30.6pp | -7.84%-29.2pp |
| Employer contribution / active EE | $408 | $1,829-77.7% | $2,656-84.6% | $2,596-84.3% |
| Participant deferral / active EE | $901 | $2,867-68.6% | $3,941-77.1% | $4,028-77.6% |
| Admin fee / account holder | $1,530 | $4,362-64.9% | $4,934-69.0% | $5,403-71.7% |