Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,553 | $138,114-93.1% | $125,391-92.4% | $134,545-92.9% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -25.59% | 750.88%-776.5pp | 572.41%-598.0pp | 418.37%-444.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,984 | $7,801-74.6% | $7,448-73.4% | $6,401-69.0% |
| Admin fee / account holder | $5,026 | $11,570-56.6% | $10,009-49.8% | $11,431-56.0% |