Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,314 | $69,012-85.1% | $160,037-93.6% | $68,490-84.9% |
| Participation rate | 12.0% | 65.4%-53.4pp | 78.0%-66.0pp | 67.9%-55.9pp |
| Annual return | -20.65% | -9.65%-11.0pp | 408.95%-429.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $455 | $4,212-89.2% | $6,184-92.6% | $4,028-88.7% |
| Admin fee / account holder | $6,218 | $4,798+29.6% | $8,716-28.7% | $5,403+15.1% |