Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,615 | $53,128-97.0% | $86,582-98.1% | $70,126-97.7% |
| Participation rate | 5.3% | 65.3%-60.0pp | 73.5%-68.3pp | 69.5%-64.3pp |
| Annual return | 10.74% | 27.66%-16.9pp | 965.08%-954.3pp | 73.15%-62.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $64 | $2,695-97.6% | $3,609-98.2% | $3,332-98.1% |
| Admin fee / account holder | $403 | $3,584-88.8% | $4,904-91.8% | $4,645-91.3% |