Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,601 | $58,275-88.7% | $81,844-91.9% | $80,935-91.8% |
| Participation rate | 17.7% | 63.5%-45.8pp | 72.4%-54.7pp | 67.7%-50.0pp |
| Annual return | 5.91% | 41.82%-35.9pp | 778.87%-773.0pp | 35.66%-29.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $663 | $3,285-79.8% | $4,323-84.7% | $4,299-84.6% |
| Admin fee / account holder | $2,173 | $4,749-54.2% | $7,355-70.5% | $6,924-68.6% |