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 | $1,988 | $99,053-98.0% | $88,179-97.7% | $138,895-98.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.1%-23.7pp | 79.9%-34.5pp |
| Annual return | 15.39% | 78.17%-62.8pp | 64.97%-49.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $600 | $5,225-88.5% | $4,614-87.0% | $6,396-90.6% |
| Admin fee / account holder | $1,417 | $8,748-83.8% | $7,673-81.5% | $12,562-88.7% |