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 | $12,319 | $166,131-92.6% | $164,975-92.5% | $145,877-91.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 4.90% | 100.37%-95.5pp | 70.12%-65.2pp | 551.28%-546.4pp |
| Employer contribution / active EE | $1,149 | $5,276-78.2% | $4,343-73.5% | $4,663-75.4% |
| Participant deferral / active EE | $1,149 | $6,962-83.5% | $6,033-81.0% | $6,691-82.8% |
| Admin fee / account holder | $316,780 | $16,648+1802.8% | $12,688+2396.6% | $13,402+2263.6% |