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 | $833 | $49,896-98.3% | $80,627-99.0% | $75,173-98.9% |
| Participation rate | 9.3% | 55.3%-46.1pp | 67.0%-57.8pp | 67.2%-57.9pp |
| Annual return | 17.90% | 34.67%-16.8pp | 936.76%-918.9pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $58 | $2,992-98.1% | $4,443-98.7% | $4,126-98.6% |
| Admin fee / account holder | $496 | $3,578-86.1% | $5,381-90.8% | $5,651-91.2% |