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 | $3,048 | $104,953-97.1% | $84,637-96.4% | $152,909-98.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 4.37% | 373.94%-369.6pp | 258.82%-254.5pp | 345.46%-341.1pp |
| Employer contribution / active EE | $799 | $3,304-75.8% | $2,653-69.9% | $4,764-83.2% |
| Participant deferral / active EE | $335 | $4,691-92.9% | $3,900-91.4% | $5,851-94.3% |
| Admin fee / account holder | $1,633 | $6,244-73.9% | $4,914-66.8% | $11,601-85.9% |