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 | $7,969 | $75,962-89.5% | $154,111-94.8% | $64,173-87.6% |
| Participation rate | 48.6% | 70.4%-21.8pp | 83.0%-34.4pp | 69.6%-20.9pp |
| Annual return | 5.88% | 30.32%-24.4pp | 735.18%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,294 | $3,350-61.4% | $5,298-75.6% | $2,381-45.7% |
| Participant deferral / active EE | $273 | $3,175-91.4% | $5,081-94.6% | $3,470-92.1% |
| Admin fee / account holder | $689 | $5,589-87.7% | $13,411-94.9% | $4,887-85.9% |