Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,347 | $180,462-93.7% | $154,111-92.6% | $135,379-91.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -15.36% | 888.17%-903.5pp | 735.18%-750.5pp | 519.79%-535.1pp |
| Employer contribution / active EE | $1,178 | $6,036-80.5% | $5,298-77.8% | $4,779-75.4% |
| Participant deferral / active EE | $2,141 | $5,806-63.1% | $5,081-57.9% | $5,609-61.8% |
| Admin fee / account holder | $2,384 | $16,145-85.2% | $13,411-82.2% | $10,828-78.0% |