Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,345 | $55,470-88.6% | $155,556-95.9% | $74,478-91.5% |
| Participation rate | 16.5% | 61.9%-45.4pp | 78.2%-61.7pp | 67.2%-50.7pp |
| Annual return | 8.61% | 269.80%-261.2pp | 64.84%-56.2pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $374 | $2,838-86.8% | $5,631-93.4% | $4,350-91.4% |
| Admin fee / account holder | $2,936 | $1,744+68.3% | $15,885-81.5% | $1,946+50.9% |