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 | $7,241 | $92,224-92.1% | $105,223-93.1% | $79,634-90.9% |
| Participation rate | 1.4% | 69.2%-67.8pp | 75.0%-73.6pp | 62.5%-61.1pp |
| Annual return | 3.23% | 88.65%-85.4pp | 180.65%-177.4pp | 36.46%-33.2pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $39 | $3,834-99.0% | $5,072-99.2% | $3,835-99.0% |
| Admin fee / account holder | $21,736 | $1,121+1839.6% | $8,859+145.4% | $1,002+2069.5% |