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.
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 | $3,125 | $103,000-97.0% | $90,300-96.5% | $152,885-98.0% |
| Participation rate | 8.3% | 75.9%-67.5pp | 73.3%-64.9pp | 82.5%-74.1pp |
| Annual return | 3.50% | 95.19%-91.7pp | 78.11%-74.6pp | 345.39%-341.9pp |
| Employer contribution / active EE | $176 | $3,138-94.4% | $2,854-93.8% | $4,763-96.3% |
| Participant deferral / active EE | $145 | $4,281-96.6% | $3,884-96.3% | $5,851-97.5% |
| Admin fee / account holder | $857 | $6,173-86.1% | $5,353-84.0% | $11,598-92.6% |