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 | $1,592 | $92,798-98.3% | $96,707-98.4% | $137,256-98.8% |
| Participation rate | 30.0% | 81.6%-51.6pp | 80.4%-50.4pp | 80.0%-50.0pp |
| Annual return | -31.45% | 31.24%-62.7pp | 34.78%-66.2pp | 220.34%-251.8pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $242 | $5,877-95.9% | $5,997-96.0% | $6,407-96.2% |
| Admin fee / account holder | $3,384 | $7,946-57.4% | $7,503-54.9% | $12,270-72.4% |