Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $367 | $57,061-99.4% | $85,063-99.6% | $80,911-99.5% |
| Participation rate | 22.2% | 56.3%-34.1pp | 67.5%-45.3pp | 67.6%-45.4pp |
| Annual return | -6.54% | 21.66%-28.2pp | 66.54%-73.1pp | 35.63%-42.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $96 | $3,110-96.9% | $4,523-97.9% | $4,297-97.8% |
| Admin fee / account holder | $642 | $4,986-87.1% | $6,155-89.6% | $6,935-90.7% |