Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,410 | $138,076-96.1% | $123,553-95.6% | $135,380-96.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -15.14% | 153.70%-168.8pp | 119.21%-134.3pp | 519.81%-534.9pp |
| Employer contribution / active EE | $984 | $5,152-80.9% | $4,628-78.7% | $4,779-79.4% |
| Participant deferral / active EE | $1,349 | $6,800-80.2% | $6,426-79.0% | $5,609-75.9% |
| Admin fee / account holder | $536 | $10,917-95.1% | $9,284-94.2% | $10,828-95.0% |