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 | $5,059 | $108,897-95.4% | $100,378-95.0% | $145,877-96.5% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | -22.92% | 58.17%-81.1pp | 49.41%-72.3pp | 551.28%-574.2pp |
| Employer contribution / active EE | $383 | $4,420-91.3% | $3,942-90.3% | $4,663-91.8% |
| Participant deferral / active EE | $726 | $8,455-91.4% | $8,087-91.0% | $6,691-89.1% |
| Admin fee / account holder | $3,412 | $9,690-64.8% | $7,899-56.8% | $13,402-74.5% |