Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,397 | $58,275-95.9% | $81,844-97.1% | $80,935-97.0% |
| Participation rate | 34.0% | 63.5%-29.4pp | 72.4%-38.3pp | 67.7%-33.6pp |
| Annual return | 8.23% | 41.82%-33.6pp | 778.87%-770.6pp | 35.66%-27.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $222 | $3,285-93.2% | $4,323-94.9% | $4,299-94.8% |
| Admin fee / account holder | $648 | $4,749-86.4% | $7,355-91.2% | $6,924-90.6% |