Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,135 | $78,015-94.7% | $178,505-97.7% | $80,959-94.9% |
| Participation rate | 3.1% | 65.7%-62.5pp | 77.1%-74.0pp | 67.7%-64.5pp |
| Annual return | -10.62% | 18.10%-28.7pp | 27.16%-37.8pp | 35.67%-46.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $24 | $4,406-99.4% | $6,280-99.6% | $4,300-99.4% |
| Admin fee / account holder | $838 | $7,160-88.3% | $10,428-92.0% | $6,925-87.9% |