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 | $2,987 | $165,399-98.2% | $149,745-98.0% | $158,982-98.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.11% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,460 | $5,105-71.4% | $4,646-68.6% | $4,763-69.4% |
| Participant deferral / active EE | $208 | $7,183-97.1% | $6,843-97.0% | $5,983-96.5% |
| Admin fee / account holder | $734 | $10,811-93.2% | $9,312-92.1% | $11,252-93.5% |