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 | $2,979 | $135,645-97.8% | $110,243-97.3% | $135,380-97.8% |
| Participation rate | 23.8% | 83.5%-59.7pp | 79.8%-56.0pp | 82.6%-58.8pp |
| Annual return | -9.32% | 513.24%-522.6pp | 314.76%-324.1pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $334 | $5,507-93.9% | $4,672-92.9% | $5,609-94.0% |
| Admin fee / account holder | $319 | $11,458-97.2% | $8,548-96.3% | $10,828-97.1% |