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.
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 | $18,750 | $55,449-66.2% | $83,830-77.6% | $56,287-66.7% |
| Participation rate | 22.6% | 68.0%-45.4pp | 76.1%-53.5pp | 69.9%-47.2pp |
| Annual return | -7.92% | -1.38%-6.5pp | 850.97%-858.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $534 | $2,430-78.0% | $3,631-85.3% | $2,111-74.7% |
| Participant deferral / active EE | $1,233 | $2,935-58.0% | $4,082-69.8% | $3,350-63.2% |
| Admin fee / account holder | $5,638 | $656+759.5% | $5,479+2.9% | $521+982.3% |