Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer 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 | $5,680 | $160,059-96.5% | $140,019-95.9% | $135,379-95.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -56.88% | 911.44%-968.3pp | 651.15%-708.0pp | 519.79%-576.7pp |
| Employer contribution / active EE | $600 | $6,420-90.7% | $5,605-89.3% | $4,779-87.5% |
| Participant deferral / active EE | $3,645 | $7,641-52.3% | $6,927-47.4% | $5,609-35.0% |
| Admin fee / account holder | $405 | $13,328-97.0% | $10,705-96.2% | $10,828-96.3% |