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 | $3,227 | $226,105-98.6% | $182,540-98.2% | $152,897-97.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | -12.30% | 192.58%-204.9pp | 148.58%-160.9pp | 345.43%-357.7pp |
| Employer contribution / active EE | $961 | $4,978-80.7% | $4,076-76.4% | $4,764-79.8% |
| Participant deferral / active EE | $751 | $6,370-88.2% | $5,525-86.4% | $5,851-87.2% |
| Admin fee / account holder | $333 | $10,706-96.9% | $8,593-96.1% | $11,599-97.1% |