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.
Employer 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 | $17,677 | $180,466-90.2% | $154,114-88.5% | $135,382-86.9% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -9.61% | 888.15%-897.8pp | 735.16%-744.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $843 | $6,035-86.0% | $5,298-84.1% | $4,779-82.4% |
| Participant deferral / active EE | $2,934 | $5,806-49.5% | $5,081-42.3% | $5,609-47.7% |
| Admin fee / account holder | $3,219 | $16,144-80.1% | $13,411-76.0% | $10,829-70.3% |