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 | $3,136 | $93,124-96.6% | $77,100-95.9% | $134,545-97.7% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -22.55% | 62.68%-85.2pp | 42.35%-64.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $621 | $3,421-81.8% | $2,815-77.9% | $4,742-86.9% |
| Participant deferral / active EE | $951 | $5,242-81.9% | $4,430-78.5% | $6,401-85.2% |
| Admin fee / account holder | $2,866 | $6,970-58.9% | $5,443-47.4% | $11,431-74.9% |