Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,989 | $150,447-94.7% | $136,298-94.1% | $147,586-94.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.08% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,345 | $5,256-74.4% | $4,696-71.4% | $4,876-72.4% |
| Participant deferral / active EE | $80 | $6,631-98.8% | $6,247-98.7% | $5,439-98.5% |
| Admin fee / account holder | $1,141 | $10,906-89.5% | $9,244-87.7% | $10,886-89.5% |