Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $697 | $25,014-97.2% | $69,701-99.0% | $80,874-99.1% |
| Participation rate | 54.3% | 64.2%-10.0pp | 66.4%-12.2pp | 67.6%-13.4pp |
| Annual return | -4.65% | 19.07%-23.7pp | 100.32%-105.0pp | 35.62%-40.3pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $171 | $1,839-90.7% | $2,887-94.1% | $4,297-96.0% |
| Admin fee / account holder | $432 | $2,488-82.6% | $4,717-90.8% | $6,935-93.8% |