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.
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 | $18,873 | $180,462-89.5% | $154,111-87.8% | $135,379-86.1% |
| Participation rate | 34.8% | 87.4%-52.6pp | 83.0%-48.3pp | 82.6%-47.9pp |
| Annual return | -10.98% | 888.17%-899.2pp | 735.18%-746.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $391 | $6,036-93.5% | $5,298-92.6% | $4,779-91.8% |
| Participant deferral / active EE | $2,098 | $5,806-63.9% | $5,081-58.7% | $5,609-62.6% |
| Admin fee / account holder | $2,569 | $16,145-84.1% | $13,411-80.8% | $10,828-76.3% |