Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,197 | $60,393-89.7% | $81,820-92.4% | $74,429-91.7% |
| Participation rate | 39.1% | 62.9%-23.8pp | 72.4%-33.3pp | 67.2%-28.1pp |
| Annual return | 3.08% | 16.89%-13.8pp | 777.93%-774.8pp | 1368.38%-1365.3pp |
| Employer contribution / active EE | $218 | $2,626-91.7% | $2,915-92.5% | $2,625-91.7% |
| Participant deferral / active EE | $1,307 | $3,397-61.5% | $4,323-69.8% | $4,348-70.0% |
| Admin fee / account holder | $8,196 | $1,491+449.8% | $7,391+10.9% | $1,944+321.5% |