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 | $5,125 | $61,605-91.7% | $112,273-95.4% | $75,181-93.2% |
| Participation rate | 8.1% | 61.7%-53.6pp | 72.4%-64.3pp | 67.2%-59.1pp |
| Annual return | 20.26% | 28.47%-8.2pp | 30.23%-10.0pp | 160.69%-140.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $323 | $3,108-89.6% | $4,800-93.3% | $4,126-92.2% |
| Admin fee / account holder | $2,572 | $4,862-47.1% | $7,752-66.8% | $5,650-54.5% |