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.
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 | $6,591 | $208,088-96.8% | $186,193-96.5% | $154,746-95.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | -4.18% | 89.97%-94.2pp | 78.03%-82.2pp | 172.34%-176.5pp |
| Employer contribution / active EE | $488 | $4,340-88.7% | $3,918-87.5% | $4,379-88.8% |
| Participant deferral / active EE | $1,025 | $7,078-85.5% | $6,513-84.3% | $6,730-84.8% |
| Admin fee / account holder | $7,392 | $11,698-36.8% | $11,058-33.2% | $14,365-48.5% |