Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Employer 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 | $1,454 | $110,551-98.7% | $80,741-98.2% | $167,536-99.1% |
| Participation rate | 10.5% | 64.0%-53.4pp | 54.2%-43.6pp | 82.1%-71.6pp |
| Annual return | -223.57% | 120.57%-344.1pp | 87.30%-310.9pp | 478.82%-702.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $192 | $2,870-93.3% | $2,145-91.1% | $6,342-97.0% |
| Admin fee / account holder | $699 | $4,547-84.6% | $3,380-79.3% | $12,315-94.3% |