Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $734 | $202,342-99.6% | $172,752-99.6% | $152,897-99.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 7.21% | 1029.83%-1022.6pp | 802.97%-795.8pp | 345.43%-338.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,981 | $5,948-49.9% | $5,198-42.7% | $5,851-49.1% |
| Admin fee / account holder | $8,761 | $17,111-48.8% | $13,955-37.2% | $11,599-24.5% |