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 | $7,072 | $46,599-84.8% | $64,101-89.0% | $75,173-90.6% |
| Participation rate | 13.3% | 65.9%-52.6pp | 72.3%-59.0pp | 67.2%-53.9pp |
| Annual return | 23.69% | 26.06%-2.4pp | 33.72%-10.0pp | 160.72%-137.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $536 | $2,837-81.1% | $3,881-86.2% | $4,126-87.0% |
| Admin fee / account holder | $3,967 | $2,956+34.2% | $3,070+29.2% | $5,651-29.8% |