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 | $10,161 | $101,653-90.0% | $147,080-93.1% | $74,459-86.4% |
| Participation rate | 40.3% | 75.6%-35.2pp | 82.2%-41.9pp | 67.2%-26.9pp |
| Annual return | 11.30% | 8754.98%-8743.7pp | 420.17%-408.9pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,085 | $7,304-85.1% | $8,066-86.5% | $4,350-75.0% |
| Admin fee / account holder | $1,113 | $1,752-36.5% | $12,989-91.4% | $1,945-42.8% |