Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,485 | $183,592-98.1% | $155,574-97.8% | $145,877-97.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -59.08% | 61.37%-120.5pp | 64.87%-123.9pp | 551.28%-610.4pp |
| Employer contribution / active EE | $181 | $5,317-96.6% | $4,676-96.1% | $4,663-96.1% |
| Participant deferral / active EE | $3,471 | $6,466-46.3% | $5,629-38.3% | $6,691-48.1% |
| Admin fee / account holder | $2,996 | $19,316-84.5% | $15,914-81.2% | $13,402-77.6% |