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.
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 | $3,294 | $103,000-96.8% | $90,300-96.4% | $152,885-97.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 5.16% | 95.19%-90.0pp | 78.11%-72.9pp | 345.39%-340.2pp |
| Employer contribution / active EE | $1,267 | $3,138-59.6% | $2,854-55.6% | $4,763-73.4% |
| Participant deferral / active EE | $243 | $4,281-94.3% | $3,884-93.7% | $5,851-95.8% |
| Admin fee / account holder | $308 | $6,173-95.0% | $5,353-94.2% | $11,598-97.3% |