Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,767 | $102,385-92.4% | $147,080-94.7% | $80,935-90.4% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.8pp | 67.7%-9.3pp |
| Annual return | 12.92% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,482 | $3,717-60.1% | $4,933-70.0% | $2,757-46.2% |
| Participant deferral / active EE | $1,748 | $6,651-73.7% | $8,066-78.3% | $4,299-59.3% |
| Admin fee / account holder | $439 | $7,951-94.5% | $12,989-96.6% | $6,924-93.7% |