Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,484 | $165,939-98.5% | $122,354-98.0% | $147,586-98.3% |
| Participation rate | 15.4% | 79.6%-64.2pp | 71.6%-56.3pp | 82.8%-67.4pp |
| Annual return | 6.30% | 34.56%-28.3pp | 30.28%-24.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $399 | $4,005-90.0% | $3,287-87.9% | $5,439-92.7% |
| Admin fee / account holder | $434 | $7,425-94.2% | $5,479-92.1% | $10,886-96.0% |