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 | $10,746 | $60,504-82.2% | $81,882-86.9% | $74,478-85.6% |
| Participation rate | 23.7% | 62.9%-39.2pp | 72.4%-48.7pp | 67.2%-43.5pp |
| Annual return | 11.67% | 16.91%-5.2pp | 779.47%-767.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $535 | $2,627-79.6% | $2,916-81.7% | $2,626-79.6% |
| Participant deferral / active EE | $560 | $3,400-83.5% | $4,323-87.1% | $4,350-87.1% |
| Admin fee / account holder | $1,896 | $1,492+27.1% | $7,360-74.2% | $1,946-2.6% |