Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,596 | $175,231-95.7% | $149,696-94.9% | $139,466-94.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -5.97% | 166.77%-172.7pp | 134.46%-140.4pp | 373.66%-379.6pp |
| Employer contribution / active EE | $1,166 | $5,478-78.7% | $4,821-75.8% | $4,754-75.5% |
| Participant deferral / active EE | $1,169 | $6,521-82.1% | $5,682-79.4% | $6,712-82.6% |
| Admin fee / account holder | $719 | $16,155-95.5% | $13,212-94.6% | $11,409-93.7% |