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 | $2,568 | $84,696-97.0% | $75,702-96.6% | $167,497-98.5% |
| Participation rate | 8.3% | 77.8%-69.5pp | 74.8%-66.5pp | 82.1%-73.8pp |
| Annual return | 9.17% | 199.42%-190.3pp | 104.56%-95.4pp | 478.62%-469.4pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $132 | $4,580-97.1% | $3,822-96.5% | $6,341-97.9% |
| Admin fee / account holder | $4,438 | $5,356-17.1% | $3,619+22.6% | $12,310-63.9% |