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 | $13,639 | $45,566-70.1% | $64,105-78.7% | $59,633-77.1% |
| Participation rate | 35.9% | 60.2%-24.3pp | 68.2%-32.3pp | 68.7%-32.8pp |
| Annual return | -2.91% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $769 | $2,057-62.6% | $2,822-72.8% | $3,192-75.9% |
| Admin fee / account holder | $761 | $3,268-76.7% | $4,499-83.1% | $4,297-82.3% |