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 | $3,162 | $90,614-96.5% | $76,089-95.8% | $145,877-97.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 4.70% | 623.80%-619.1pp | 360.94%-356.2pp | 551.28%-546.6pp |
| Employer contribution / active EE | $775 | $3,324-76.7% | $2,690-71.2% | $4,663-83.4% |
| Participant deferral / active EE | $513 | $5,168-90.1% | $4,259-88.0% | $6,691-92.3% |
| Admin fee / account holder | $3,485 | $8,376-58.4% | $6,418-45.7% | $13,402-74.0% |