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.
Employer 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 | $8,929 | $185,856-95.2% | $170,028-94.7% | $139,456-93.6% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | -12.02% | 60.52%-72.5pp | 53.39%-65.4pp | 373.45%-385.5pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,344 | $11,623-62.6% | $10,409-58.3% | $6,711-35.3% |
| Admin fee / account holder | $770 | $15,387-95.0% | $12,820-94.0% | $11,407-93.2% |