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 | $1,548 | $70,121-97.8% | $63,803-97.6% | $138,895-98.9% |
| Participation rate | 38.5% | 77.2%-38.8pp | 72.7%-34.2pp | 79.9%-41.5pp |
| Annual return | 3.95% | 946.48%-942.5pp | 543.72%-539.8pp | 145.39%-141.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $411 | $4,535-90.9% | $3,843-89.3% | $6,396-93.6% |
| Admin fee / account holder | $7,364 | $6,738+9.3% | $5,196+41.7% | $12,562-41.4% |