Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,049 | $171,867-97.6% | $149,721-97.3% | $147,586-97.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | -5.33% | 2113.36%-2118.7pp | 1501.67%-1507.0pp | 578.59%-583.9pp |
| Employer contribution / active EE | $9,215 | $6,275+46.9% | $5,444+69.3% | $4,876+89.0% |
| Participant deferral / active EE | $1,333 | $7,270-81.7% | $6,568-79.7% | $5,439-75.5% |
| Admin fee / account holder | $115,581 | $13,799+737.6% | $11,282+924.4% | $10,886+961.8% |