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 | $1,212 | $96,388-98.7% | $80,627-98.5% | $139,466-99.1% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | -14.50% | 1352.08%-1366.6pp | 936.76%-951.3pp | 373.66%-388.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $181 | $5,224-96.5% | $4,443-95.9% | $6,712-97.3% |
| Admin fee / account holder | $1,459 | $6,603-77.9% | $5,381-72.9% | $11,409-87.2% |