Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,957 | $77,920-97.5% | $149,723-98.7% | $75,177-97.4% |
| Participation rate | 6.0% | 65.6%-59.6pp | 78.8%-72.8pp | 67.2%-61.3pp |
| Annual return | -10.76% | 31.72%-42.5pp | 134.50%-145.3pp | 160.75%-171.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $133 | $3,411-96.1% | $5,682-97.7% | $4,126-96.8% |
| Admin fee / account holder | $3,737 | $5,951-37.2% | $13,215-71.7% | $5,651-33.9% |