Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,674 | $43,496-84.7% | $161,489-95.9% | $64,340-89.6% |
| Participation rate | 15.4% | 53.5%-38.1pp | 78.7%-63.3pp | 55.2%-39.8pp |
| Annual return | 11.69% | 20.76%-9.1pp | 89.72%-78.0pp | 24.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $178 | $1,996-91.1% | $5,630-96.8% | $2,980-94.0% |
| Admin fee / account holder | $1,642 | $2,330-29.6% | $16,006-89.7% | $3,703-55.7% |