Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,845 | $58,848-96.9% | $88,179-97.9% | $82,637-97.8% |
| Participation rate | 15.9% | 57.9%-42.0pp | 69.1%-53.3pp | 68.1%-52.2pp |
| Annual return | 22.73% | 22.76%0pp | 64.97%-42.2pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $215 | $3,124-93.1% | $4,614-95.4% | $4,126-94.8% |
| Admin fee / account holder | $530 | $4,795-88.9% | $7,673-93.1% | $7,339-92.8% |