Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,588 | $202,440-98.7% | $169,390-98.5% | $139,466-98.1% |
| Participation rate | 43.8% | 81.1%-37.4pp | 77.2%-33.4pp | 80.3%-36.6pp |
| Annual return | 2.11% | 532.36%-530.3pp | 406.07%-404.0pp | 373.66%-371.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,079 | $6,940-84.5% | $6,222-82.7% | $6,712-83.9% |
| Admin fee / account holder | $2,777 | $10,722-74.1% | $9,015-69.2% | $11,409-75.7% |