Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,169 | $88,702-97.6% | $81,780-97.3% | $145,978-98.5% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.4%-26.5pp | 80.3%-34.5pp |
| Annual return | 5.50% | 1029.12%-1023.6pp | 776.27%-770.8pp | 550.52%-545.0pp |
| Employer contribution / active EE | $391 | $3,084-87.3% | $2,914-86.6% | $4,662-91.6% |
| Participant deferral / active EE | $532 | $4,645-88.6% | $4,321-87.7% | $6,690-92.0% |
| Admin fee / account holder | $6,247 | $8,414-25.8% | $7,384-15.4% | $13,400-53.4% |