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 | $2,182 | $85,171-97.4% | $172,753-98.7% | $72,976-97.0% |
| Participation rate | 35.1% | 70.1%-35.0pp | 82.6%-47.6pp | 69.5%-34.4pp |
| Annual return | 2.87% | 27.32%-24.4pp | 803.00%-800.1pp | 81.02%-78.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $189 | $3,260-94.2% | $5,198-96.4% | $3,608-94.8% |
| Admin fee / account holder | $802 | $5,880-86.4% | $13,956-94.3% | $5,124-84.3% |