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 | $4,594 | $102,382-95.5% | $147,005-96.9% | $80,874-94.3% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 9.68% | 134.89%-125.2pp | 418.76%-409.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $667 | $6,646-90.0% | $8,070-91.7% | $4,297-84.5% |
| Admin fee / account holder | $2,160 | $7,942-72.8% | $13,006-83.4% | $6,935-68.9% |