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 | $7,365 | $65,092-88.7% | $143,799-94.9% | $66,938-89.0% |
| Participation rate | 19.4% | 65.2%-45.8pp | 80.3%-60.9pp | 69.8%-50.4pp |
| Annual return | -18.04% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $754 | $2,920-74.2% | $5,638-86.6% | $4,238-82.2% |
| Admin fee / account holder | $1,327 | $502+164.1% | $14,677-91.0% | $594+123.5% |