Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,408 | $73,848-95.4% | $143,799-97.6% | $68,486-95.0% |
| Participation rate | 11.3% | 66.7%-55.4pp | 80.3%-69.0pp | 67.9%-56.6pp |
| Annual return | -20.34% | 0.91%-21.3pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $228 | $3,385-93.3% | $5,638-96.0% | $4,028-94.3% |
| Admin fee / account holder | $833 | $5,755-85.5% | $14,677-94.3% | $5,404-84.6% |