Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,844 | $138,078-92.9% | $125,363-92.1% | $134,509-92.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -28.81% | 750.49%-779.3pp | 572.15%-601.0pp | 418.13%-446.9pp |
| Employer contribution / active EE | $703 | $5,245-86.6% | $4,815-85.4% | $4,741-85.2% |
| Participant deferral / active EE | $3,973 | $7,800-49.1% | $7,447-46.6% | $6,400-37.9% |
| Admin fee / account holder | $1,921 | $11,566-83.4% | $10,005-80.8% | $11,427-83.2% |