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.
Employer 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 | $5,810 | $112,131-94.8% | $95,964-93.9% | $158,982-96.3% |
| Participation rate | 35.0% | 79.0%-44.0pp | 77.1%-42.1pp | 82.0%-47.0pp |
| Annual return | -68.08% | 171.19%-239.3pp | 91.64%-159.7pp | 302.99%-371.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,076 | $4,784-56.6% | $4,167-50.2% | $5,983-65.3% |
| Admin fee / account holder | $2,172 | $10,136-78.6% | $6,797-68.0% | $11,252-80.7% |