Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,337 | $100,938-94.7% | $90,461-94.1% | $158,982-96.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 5.12% | 1727.20%-1722.1pp | 1294.76%-1289.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $1,148 | $3,691-68.9% | $3,264-64.8% | $4,763-75.9% |
| Participant deferral / active EE | $559 | $4,350-87.1% | $3,964-85.9% | $5,983-90.7% |
| Admin fee / account holder | $42,968 | $6,510+560.1% | $5,617+665.0% | $11,252+281.9% |