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 | $506 | $58,275-99.1% | $81,844-99.4% | $80,935-99.4% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.4%-9.4pp | 67.7%-4.7pp |
| Annual return | -25.38% | 41.82%-67.2pp | 778.87%-804.2pp | 35.66%-61.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $444 | $3,285-86.5% | $4,323-89.7% | $4,299-89.7% |
| Admin fee / account holder | $1,606 | $4,749-66.2% | $7,355-78.2% | $6,924-76.8% |