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 | $7,668 | $80,753-90.5% | $136,297-94.4% | $62,293-87.7% |
| Participation rate | 32.0% | 73.5%-41.6pp | 81.9%-50.0pp | 69.5%-37.5pp |
| Annual return | 42.17% | 35.83%+6.3pp | 5156.16%-5114.0pp | 28.90%+13.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,651 | $5,164-68.0% | $6,247-73.6% | $3,169-47.9% |
| Admin fee / account holder | $304 | $525-42.1% | $9,244-96.7% | $479-36.6% |