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.
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 | $9,915 | $97,732-89.9% | $83,831-88.2% | $135,380-92.7% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -12.57% | 1287.56%-1300.1pp | 850.99%-863.6pp | 519.81%-532.4pp |
| Employer contribution / active EE | $373 | $4,222-91.2% | $3,631-89.7% | $4,779-92.2% |
| Participant deferral / active EE | $1,240 | $4,683-73.5% | $4,082-69.6% | $5,609-77.9% |
| Admin fee / account holder | $530 | $6,675-92.1% | $5,479-90.3% | $10,828-95.1% |