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 | $15,838 | $176,402-91.0% | $134,162-88.2% | $158,982-90.0% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | -1.31% | 63.66%-65.0pp | 36.35%-37.7pp | 302.99%-304.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,166 | $4,093-71.5% | $3,500-66.7% | $5,983-80.5% |
| Admin fee / account holder | $641 | $8,719-92.7% | $6,685-90.4% | $11,252-94.3% |