Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,386 | $166,242-96.2% | $165,071-96.1% | $145,884-95.6% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 7.55% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $547 | $6,964-92.1% | $6,035-90.9% | $6,690-91.8% |
| Admin fee / account holder | $18,127 | $16,658+8.8% | $12,695+42.8% | $13,392+35.4% |