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.
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 | $2,646 | $84,697-96.9% | $73,845-96.4% | $125,393-97.9% |
| Participation rate | 9.5% | 76.8%-67.2pp | 73.4%-63.9pp | 83.2%-73.7pp |
| Annual return | -5.74% | 3123.66%-3129.4pp | 2267.91%-2273.7pp | 282.23%-288.0pp |
| Employer contribution / active EE | $121 | $3,123-96.1% | $2,788-95.7% | $4,866-97.5% |
| Participant deferral / active EE | $204 | $3,993-94.9% | $3,583-94.3% | $5,351-96.2% |
| Admin fee / account holder | $7,223 | $5,692+26.9% | $4,881+48.0% | $9,541-24.3% |