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.)
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 | $961 | $68,878-98.6% | $120,574-99.2% | $80,935-98.8% |
| Participation rate | 8.0% | 61.7%-53.7pp | 71.9%-63.9pp | 67.7%-59.7pp |
| Annual return | 17.93% | 23.67%-5.7pp | 107.42%-89.5pp | 35.66%-17.7pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $72 | $3,189-97.7% | $4,996-98.6% | $4,299-98.3% |
| Admin fee / account holder | $681 | $5,782-88.2% | $9,445-92.8% | $6,924-90.2% |