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 | $5,651 | $180,459-96.9% | $154,108-96.3% | $135,380-95.8% |
| Participation rate | 47.4% | 87.4%-40.1pp | 83.0%-35.7pp | 82.6%-35.3pp |
| Annual return | -20.12% | 888.21%-908.3pp | 735.21%-755.3pp | 519.81%-539.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,160 | $5,806-80.0% | $5,081-77.2% | $5,609-79.3% |
| Admin fee / account holder | $946 | $16,145-94.1% | $13,411-92.9% | $10,828-91.3% |