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 | $9,382 | $55,437-83.1% | $155,534-94.0% | $74,459-87.4% |
| Participation rate | 10.1% | 61.9%-51.8pp | 78.2%-68.1pp | 67.2%-57.1pp |
| Annual return | 10.36% | 269.58%-259.2pp | 64.92%-54.6pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $162 | $2,837-94.3% | $5,630-97.1% | $4,350-96.3% |
| Admin fee / account holder | $3,864 | $1,742+121.7% | $15,900-75.7% | $1,945+98.7% |