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.
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 | $2,945 | $117,895-97.5% | $102,460-97.1% | $145,897-98.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 3.13% | 31.92%-28.8pp | 29.47%-26.3pp | 552.29%-549.2pp |
| Employer contribution / active EE | $978 | $3,619-73.0% | $3,025-67.7% | $4,663-79.0% |
| Participant deferral / active EE | $978 | $5,736-83.0% | $5,056-80.7% | $6,689-85.4% |
| Admin fee / account holder | $9,015 | $13,353-32.5% | $9,460-4.7% | $13,390-32.7% |