Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,435 | $332,085-98.1% | $149,696-95.7% | - |
| Participation rate | 26.3% | 60.9%-34.7pp | 78.8%-52.5pp | - |
| Annual return | 7.08% | 51.60%-44.5pp | 134.46%-127.4pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,821-100.0% | - |
| Participant deferral / active EE | $240 | $2,947-91.9% | $5,682-95.8% | - |
| Admin fee / account holder | $5,160 | $47,995-89.2% | $13,212-60.9% | - |