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 | $8,513 | $91,559-90.7% | $133,978-93.6% | $79,856-89.3% |
| Participation rate | 26.3% | 73.3%-47.1pp | 79.8%-53.6pp | 69.6%-43.4pp |
| Annual return | 23.67% | 61.85%-38.2pp | 45.10%-21.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $928 | $3,734-75.1% | $5,047-81.6% | $3,741-75.2% |
| Admin fee / account holder | $755 | $6,321-88.1% | $8,930-91.5% | $5,306-85.8% |