Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,245 | $57,352-92.6% | $83,830-94.9% | $64,173-93.4% |
| Participation rate | 19.3% | 68.6%-49.3pp | 76.1%-56.9pp | 69.6%-50.3pp |
| Annual return | -9.52% | 11.38%-20.9pp | 850.97%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $164 | $2,993-94.5% | $4,082-96.0% | $3,470-95.3% |
| Admin fee / account holder | $397 | $4,046-90.2% | $5,479-92.8% | $4,887-91.9% |