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 | $6,650 | $157,296-95.8% | $141,191-95.3% | $152,897-95.7% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | -2.29% | 64.34%-66.6pp | 71.41%-73.7pp | 345.43%-347.7pp |
| Employer contribution / active EE | $1,267 | $5,262-75.9% | $4,736-73.2% | $4,764-73.4% |
| Participant deferral / active EE | $2,180 | $7,111-69.3% | $6,710-67.5% | $5,851-62.7% |
| Admin fee / account holder | $6,082 | $12,125-49.8% | $10,264-40.7% | $11,599-47.6% |