Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $986 | $27,943-96.5% | $58,507-98.3% | $75,177-98.7% |
| Participation rate | 2.6% | 38.8%-36.2pp | 50.9%-48.2pp | 67.2%-64.6pp |
| Annual return | -4.02% | 44.22%-48.2pp | 4252.32%-4256.3pp | 160.75%-164.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $32 | $1,202-97.4% | $1,922-98.4% | $4,126-99.2% |
| Admin fee / account holder | $26,118 | $1,727+1412.2% | $2,486+950.6% | $5,651+362.2% |