Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,344 | $101,618-98.7% | $93,063-98.6% | $137,256-99.0% |
| Participation rate | 52.4% | 74.9%-22.6pp | 72.1%-19.7pp | 80.0%-27.6pp |
| Annual return | 20.46% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $254 | $2,707-90.6% | $2,476-89.7% | $4,156-93.9% |
| Participant deferral / active EE | $320 | $4,279-92.5% | $3,958-91.9% | $6,407-95.0% |
| Admin fee / account holder | $654 | $6,198-89.5% | $6,033-89.2% | $12,270-94.7% |