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 | $1,647 | $65,364-97.5% | $92,909-98.2% | $72,975-97.7% |
| Participation rate | 30.9% | 68.3%-37.4pp | 76.0%-45.1pp | 69.5%-38.6pp |
| Annual return | 0.56% | 42.11%-41.5pp | 109.44%-108.9pp | 81.01%-80.5pp |
| Employer contribution / active EE | $83 | $2,594-96.8% | $3,653-97.7% | $2,440-96.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $602 | $4,251-85.8% | $5,795-89.6% | $5,124-88.3% |