Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,510 | $65,364-85.5% | $92,909-89.8% | $72,975-87.0% |
| Participation rate | 27.8% | 68.3%-40.5pp | 76.0%-48.2pp | 69.5%-41.7pp |
| Annual return | 24.11% | 42.11%-18.0pp | 109.44%-85.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,204 | $3,128-61.5% | $4,238-71.6% | $3,608-66.6% |
| Admin fee / account holder | $463 | $4,251-89.1% | $5,795-92.0% | $5,124-91.0% |