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 | $10,111 | $115,796-91.3% | $101,264-90.0% | $158,950-93.6% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 1.29% | 56.15%-54.9pp | 46.48%-45.2pp | 302.91%-301.6pp |
| Employer contribution / active EE | $961 | $4,175-77.0% | $3,660-73.7% | $4,762-79.8% |
| Participant deferral / active EE | $1,152 | $4,958-76.8% | $4,370-73.6% | $5,983-80.7% |
| Admin fee / account holder | $14,363 | $7,247+98.2% | $5,947+141.5% | $11,248+27.7% |