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 | $7,817 | $82,678-90.5% | $125,391-93.8% | $68,490-88.6% |
| Participation rate | 60.3% | 75.1%-14.8pp | 82.4%-22.1pp | 67.9%-7.6pp |
| Annual return | -25.49% | -5.97%-19.5pp | 572.41%-597.9pp | -7.85%-17.6pp |
| Employer contribution / active EE | $5,204 | $3,382+53.9% | $4,816+8.1% | $2,597+100.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $683 | $6,277-89.1% | $10,009-93.2% | $5,403-87.3% |