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 | $3,213 | $60,454-94.7% | $81,844-96.1% | $74,459-95.7% |
| Participation rate | 3.0% | 63.0%-59.9pp | 72.4%-69.4pp | 67.2%-64.2pp |
| Annual return | -2.08% | 16.87%-18.9pp | 778.87%-780.9pp | 1369.70%-1371.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,617 | $1,490+75.6% | $7,355-64.4% | $1,945+34.6% |