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 | $28,340 | $101,653-72.1% | $147,080-80.7% | $74,459-61.9% |
| Participation rate | 15.4% | 75.6%-60.1pp | 82.2%-66.8pp | 67.2%-51.8pp |
| Annual return | 12.22% | 8754.98%-8742.8pp | 420.17%-408.0pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $704 | $7,304-90.4% | $8,066-91.3% | $4,350-83.8% |
| Admin fee / account holder | $5,604 | $1,752+219.9% | $12,989-56.9% | $1,945+188.1% |