Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,410 | $138,078-95.4% | $125,363-94.9% | $134,509-95.2% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -22.37% | 750.49%-772.9pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,815 | $7,800-76.7% | $7,447-75.6% | $6,400-71.6% |
| Admin fee / account holder | $477 | $11,566-95.9% | $10,005-95.2% | $11,427-95.8% |