Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,942 | $209,428-93.8% | $178,498-92.7% | $158,950-91.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | -8.32% | 188.78%-197.1pp | 151.09%-159.4pp | 302.91%-311.2pp |
| Employer contribution / active EE | $972 | $5,707-83.0% | $5,011-80.6% | $4,762-79.6% |
| Participant deferral / active EE | $2,815 | $5,955-52.7% | $5,202-45.9% | $5,983-52.9% |
| Admin fee / account holder | $2,375 | $17,077-86.1% | $13,985-83.0% | $11,248-78.9% |