Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,067 | $180,459-92.8% | $154,108-91.5% | $135,380-90.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -31.43% | 888.21%-919.6pp | 735.21%-766.6pp | 519.81%-551.2pp |
| Employer contribution / active EE | $311 | $6,035-94.8% | $5,298-94.1% | $4,779-93.5% |
| Participant deferral / active EE | $6,262 | $5,806+7.8% | $5,081+23.2% | $5,609+11.6% |
| Admin fee / account holder | $599 | $16,145-96.3% | $13,411-95.5% | $10,828-94.5% |