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 | $1,254 | $75,832-98.3% | $147,618-99.2% | $59,633-97.9% |
| Participation rate | 27.3% | 71.6%-44.3pp | 84.6%-57.3pp | 68.7%-41.4pp |
| Annual return | -5.25% | 0.37%-5.6pp | 61.98%-67.2pp | 2041.40%-2046.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $338 | $3,131-89.2% | $4,895-93.1% | $3,192-89.4% |
| Admin fee / account holder | $375 | $5,986-93.7% | $11,612-96.8% | $4,297-91.3% |