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.
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 | $14,754 | $180,462-91.8% | $154,111-90.4% | $135,379-89.1% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | -12.10% | 888.17%-900.3pp | 735.18%-747.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $41 | $6,036-99.3% | $5,298-99.2% | $4,779-99.1% |
| Participant deferral / active EE | $3,238 | $5,806-44.2% | $5,081-36.3% | $5,609-42.3% |
| Admin fee / account holder | $817 | $16,145-94.9% | $13,411-93.9% | $10,828-92.5% |