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.
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 | $5,455 | $78,694-93.1% | $67,652-91.9% | $125,389-95.6% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -30.91% | 9.46%-40.4pp | 6625.40%-6656.3pp | 282.24%-313.2pp |
| Employer contribution / active EE | $563 | $3,044-81.5% | $2,266-75.1% | $4,866-88.4% |
| Participant deferral / active EE | $655 | $4,292-84.8% | $3,560-81.6% | $5,352-87.8% |
| Admin fee / account holder | $1,957 | $7,403-73.6% | $4,821-59.4% | $9,541-79.5% |