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 | $8,974 | $165,399-94.6% | $149,745-94.0% | $158,982-94.4% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | -15.93% | 348.34%-364.3pp | 276.72%-292.7pp | 302.99%-318.9pp |
| Employer contribution / active EE | $1,162 | $5,105-77.2% | $4,646-75.0% | $4,763-75.6% |
| Participant deferral / active EE | $1,609 | $7,183-77.6% | $6,843-76.5% | $5,983-73.1% |
| Admin fee / account holder | $73,000 | $10,811+575.2% | $9,312+684.0% | $11,252+548.8% |