Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,947 | $62,589-92.1% | $76,768-93.6% | $64,173-92.3% |
| Participation rate | 21.7% | 72.8%-51.2pp | 77.0%-55.3pp | 69.6%-47.9pp |
| Annual return | -33.31% | -1.95%-31.4pp | 2.43%-35.7pp | 7.63%-40.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $784 | $3,145-75.1% | $3,852-79.7% | $3,470-77.4% |
| Admin fee / account holder | $1,796 | $4,667-61.5% | $6,675-73.1% | $4,887-63.2% |