Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $956 | $69,118-98.6% | $53,647-98.2% | $138,895-99.3% |
| Participation rate | 9.1% | 64.0%-54.9pp | 56.3%-47.2pp | 79.9%-70.8pp |
| Annual return | -5.64% | 248.26%-253.9pp | 358.33%-364.0pp | 145.39%-151.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $83 | $2,274-96.3% | $1,813-95.4% | $6,396-98.7% |
| Admin fee / account holder | $572 | $2,724-79.0% | $2,460-76.7% | $12,562-95.4% |