Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,397 | $45,126-77.0% | $85,187-87.8% | $74,459-86.0% |
| Participation rate | 44.8% | 49.4%-4.6pp | 67.5%-22.8pp | 67.2%-22.5pp |
| Annual return | 4.68% | 26.30%-21.6pp | 66.67%-62.0pp | 1369.70%-1365.0pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $236 | $2,738-91.4% | $4,525-94.8% | $4,350-94.6% |
| Admin fee / account holder | $983 | $2,212-55.6% | $6,162-84.0% | $1,945-49.4% |