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 | $8,027 | $150,447-94.7% | $136,298-94.1% | $147,586-94.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | -27.56% | 1049.15%-1076.7pp | 5156.27%-5183.8pp | 578.59%-606.2pp |
| Employer contribution / active EE | $507 | $5,256-90.3% | $4,696-89.2% | $4,876-89.6% |
| Participant deferral / active EE | $2,159 | $6,631-67.4% | $6,247-65.4% | $5,439-60.3% |
| Admin fee / account holder | $2,140 | $10,906-80.4% | $9,244-76.8% | $10,886-80.3% |