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 | $887 | $49,897-98.2% | $80,648-98.9% | $75,177-98.8% |
| Participation rate | 65.1% | 55.3%+9.8pp | 67.0%-1.9pp | 67.2%-2.1pp |
| Annual return | 6.93% | 34.68%-27.7pp | 937.21%-930.3pp | 160.75%-153.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $378 | $2,992-87.4% | $4,443-91.5% | $4,126-90.8% |
| Admin fee / account holder | $681 | $3,579-81.0% | $5,382-87.4% | $5,651-88.0% |