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 | $5,029 | $101,672-95.1% | $147,117-96.6% | $74,478-93.2% |
| Participation rate | 7.3% | 75.5%-68.3pp | 82.2%-74.9pp | 67.2%-59.9pp |
| Annual return | 8.31% | 8757.83%-8749.5pp | 420.54%-412.2pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $157 | $7,305-97.9% | $8,065-98.1% | $4,350-96.4% |
| Admin fee / account holder | $572 | $1,753-67.4% | $12,993-95.6% | $1,946-70.6% |