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 | $8,848 | $79,209-88.8% | $102,434-91.4% | $74,459-88.1% |
| Participation rate | 10.7% | 74.8%-64.1pp | 76.5%-65.8pp | 67.2%-56.6pp |
| Annual return | 13.63% | 54.98%-41.4pp | 29.46%-15.8pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $462 | $4,417-89.5% | $5,055-90.9% | $4,350-89.4% |
| Admin fee / account holder | $1,997 | $2,002-0.2% | $9,462-78.9% | $1,945+2.7% |