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 | $8,465 | $124,980-93.2% | $108,359-92.2% | $154,746-94.5% |
| Participation rate | 10.0% | 75.2%-65.2pp | 70.1%-60.1pp | 80.7%-70.7pp |
| Annual return | 13.28% | 45.00%-31.7pp | 36.89%-23.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $625 | $4,743-86.8% | $4,137-84.9% | $6,730-90.7% |
| Admin fee / account holder | $2,173 | $11,502-81.1% | $9,741-77.7% | $14,365-84.9% |