Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,089 | $45,123-93.2% | $85,240-96.4% | $74,478-95.9% |
| Participation rate | 4.2% | 49.4%-45.2pp | 67.5%-63.3pp | 67.2%-63.0pp |
| Annual return | 7.65% | 26.32%-18.7pp | 66.75%-59.1pp | 1370.56%-1362.9pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $43 | $2,736-98.4% | $4,527-99.1% | $4,350-99.0% |
| Admin fee / account holder | $975 | $2,215-56.0% | $6,165-84.2% | $1,946-49.9% |