Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,612 | $72,071-97.8% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 2.83% | 353.14%-350.3pp | 292.57%-289.7pp | 220.34%-217.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $56 | $4,410-98.7% | $4,123-98.6% | $6,407-99.1% |
| Admin fee / account holder | $953 | $5,336-82.1% | $5,150-81.5% | $12,270-92.2% |