Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $427 | $107,809-99.6% | $97,032-99.6% | $155,188-99.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 65.57% | 38.06%+27.5pp | 35.38%+30.2pp | 148.84%-83.3pp |
| Employer contribution / active EE | $292 | $2,911-90.0% | $2,629-88.9% | $4,248-93.1% |
| Participant deferral / active EE | $535 | $5,129-89.6% | $4,672-88.5% | $6,531-91.8% |
| Admin fee / account holder | $836 | $10,717-92.2% | $9,418-91.1% | $14,480-94.2% |