Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,616 | $80,812-95.5% | $160,784-97.8% | $82,448-95.6% |
| Participation rate | 4.0% | 66.2%-62.2pp | 77.0%-73.0pp | 68.1%-64.1pp |
| Annual return | 6.03% | 100.59%-94.6pp | 1803.92%-1797.9pp | 41.64%-35.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $123 | $4,335-97.2% | $6,293-98.0% | $4,139-97.0% |
| Admin fee / account holder | $2,580 | $7,695-66.5% | $9,717-73.5% | $7,234-64.3% |