Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,574 | $85,171-97.0% | $172,752-98.5% | $72,975-96.5% |
| Participation rate | 58.1% | 70.1%-12.0pp | 82.6%-24.6pp | 69.5%-11.4pp |
| Annual return | 37.41% | 27.32%+10.1pp | 802.97%-765.6pp | 81.01%-43.6pp |
| Employer contribution / active EE | $1,723 | $3,324-48.2% | $5,144-66.5% | $2,440-29.4% |
| Participant deferral / active EE | $184 | $3,260-94.4% | $5,198-96.5% | $3,608-94.9% |
| Admin fee / account holder | $911 | $5,880-84.5% | $13,955-93.5% | $5,124-82.2% |