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.
Employer 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 | $18,273 | $180,462-89.9% | $154,111-88.1% | $135,379-86.5% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -10.35% | 888.17%-898.5pp | 735.18%-745.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,089 | $6,036-82.0% | $5,298-79.4% | $4,779-77.2% |
| Participant deferral / active EE | $2,927 | $5,806-49.6% | $5,081-42.4% | $5,609-47.8% |
| Admin fee / account holder | $1,013 | $16,145-93.7% | $13,411-92.4% | $10,828-90.6% |