Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $442 | $88,707-99.5% | $74,184-99.4% | $273,972-99.8% |
| Participation rate | 14.3% | 79.4%-65.2pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 2.05% | 11.94%-9.9pp | 17.74%-15.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $92 | $4,212-97.8% | $3,550-97.4% | $5,287-98.3% |
| Admin fee / account holder | $1,775 | $8,717-79.6% | $5,586-68.2% | $10,133-82.5% |