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 | $6,568 | $59,016-88.9% | $88,179-92.6% | $100,573-93.5% |
| Participation rate | 0.5% | 28.1%-27.6pp | 69.1%-68.6pp | 70.9%-70.4pp |
| Annual return | 7.81% | 14.54%-6.7pp | 64.97%-57.2pp | 18.89%-11.1pp |
| Employer contribution / active EE | $0 | $1,685-100.0% | $2,549-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $17 | $1,701-99.0% | $4,614-99.6% | $4,921-99.6% |
| Admin fee / account holder | $5,387 | $3,465+55.5% | $7,673-29.8% | $454+1086.7% |