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 | $9,401 | $78,428-88.0% | $95,960-90.2% | $79,852-88.2% |
| Participation rate | 27.1% | 73.5%-46.4pp | 77.1%-50.0pp | 69.6%-42.6pp |
| Annual return | 15.50% | 19.37%-3.9pp | 91.63%-76.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,235 | $3,440-64.1% | $4,167-70.4% | $3,740-67.0% |
| Admin fee / account holder | $306 | $5,622-94.6% | $6,797-95.5% | $5,306-94.2% |