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.
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 | $3,403 | $75,832-95.5% | $147,617-97.7% | $59,633-94.3% |
| Participation rate | 65.5% | 71.6%-6.1pp | 84.6%-19.1pp | 68.7%-3.2pp |
| Annual return | 3.47% | 0.37%+3.1pp | 61.98%-58.5pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $2,645 | $3,485-24.1% | $5,564-52.5% | $2,203+20.1% |
| Participant deferral / active EE | $174 | $3,131-94.4% | $4,895-96.4% | $3,192-94.5% |
| Admin fee / account holder | $3,448 | $5,986-42.4% | $11,612-70.3% | $4,297-19.7% |