Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,435 | $107,363-95.9% | $92,909-95.2% | $152,897-97.1% |
| Participation rate | 5.6% | 79.8%-74.2pp | 76.0%-70.4pp | 82.5%-76.9pp |
| Annual return | 9.14% | 145.63%-136.5pp | 109.44%-100.3pp | 345.43%-336.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $188 | $4,848-96.1% | $4,238-95.6% | $5,851-96.8% |
| Admin fee / account holder | $15,208 | $7,082+114.8% | $5,795+162.4% | $11,599+31.1% |