Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,728 | $71,215-76.5% | $93,696-82.1% | $80,935-79.3% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.7%-52.9pp |
| Annual return | 620.91% | 11.27%+609.6pp | 133.74%+487.2pp | 35.66%+585.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,223 | $4,037-69.7% | $4,417-72.3% | $4,299-71.6% |
| Admin fee / account holder | $1,315 | $6,958-81.1% | $8,287-84.1% | $6,924-81.0% |