Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,250 | $34,316-84.7% | $74,722-93.0% | $72,975-92.8% |
| Participation rate | 44.0% | 42.4%+1.6pp | 54.5%-10.5pp | 69.5%-25.5pp |
| Annual return | 23.82% | 26.58%-2.8pp | 753.11%-729.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $285 | $692-58.8% | $1,084-73.7% | $2,440-88.3% |
| Participant deferral / active EE | $316 | $1,272-75.2% | $1,963-83.9% | $3,608-91.2% |
| Admin fee / account holder | $3,953 | $2,125+86.0% | $3,335+18.5% | $5,124-22.9% |