Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,947 | $60,393-85.2% | $81,820-89.1% | $74,429-88.0% |
| Participation rate | 35.0% | 62.9%-27.9pp | 72.4%-37.4pp | 67.2%-32.2pp |
| Annual return | 11.34% | 16.89%-5.6pp | 777.93%-766.6pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $391 | $2,626-85.1% | $2,915-86.6% | $2,625-85.1% |
| Participant deferral / active EE | $579 | $3,397-83.0% | $4,323-86.6% | $4,348-86.7% |
| Admin fee / account holder | $409 | $1,491-72.5% | $7,391-94.5% | $1,944-78.9% |