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 | $266 | $29,319-99.1% | $52,425-99.5% | $82,448-99.7% |
| Participation rate | 2.7% | 46.9%-44.2pp | 55.6%-52.9pp | 68.1%-65.4pp |
| Annual return | -27.90% | 535.20%-563.1pp | 302.12%-330.0pp | 41.64%-69.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8 | $1,171-99.3% | $1,790-99.5% | $4,139-99.8% |
| Admin fee / account holder | $873 | $1,962-55.5% | $2,495-65.0% | $7,234-87.9% |