Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,904 | $180,749-97.3% | $160,784-97.0% | $137,256-96.4% |
| Participation rate | 21.4% | 80.0%-58.5pp | 77.0%-55.5pp | 80.0%-58.5pp |
| Annual return | 10.21% | 2234.46%-2224.3pp | 1803.92%-1793.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $401 | $6,844-94.1% | $6,293-93.6% | $6,407-93.7% |
| Admin fee / account holder | $764 | $10,397-92.7% | $9,717-92.1% | $12,270-93.8% |