Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,345 | $70,002-96.6% | $115,038-98.0% | $52,331-95.5% |
| Participation rate | 42.1% | 72.1%-30.0pp | 81.4%-39.3pp | 68.1%-26.0pp |
| Annual return | 3.11% | 4.04%-0.9pp | 26.14%-23.0pp | 4.54%-1.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $818 | $4,920-83.4% | $6,026-86.4% | $3,022-72.9% |
| Admin fee / account holder | $581 | $566+2.6% | $8,175-92.9% | $592-1.8% |