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 | $8,150 | $49,471-83.5% | $79,583-89.8% | $66,949-87.8% |
| Participation rate | 22.3% | 61.4%-39.1pp | 69.5%-47.2pp | 69.8%-47.5pp |
| Annual return | 156.44% | 84.30%+72.1pp | 0.16%+156.3pp | 1.57%+154.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $878 | $3,160-72.2% | $3,986-78.0% | $4,239-79.3% |
| Admin fee / account holder | $500 | $595-16.0% | $6,835-92.7% | $594-15.8% |