Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,222 | $66,444-84.6% | $120,225-91.5% | $79,634-87.2% |
| Participation rate | 6.9% | 42.8%-35.9pp | 69.6%-62.7pp | 62.5%-55.6pp |
| Annual return | 15.64% | 53.37%-37.7pp | 439.23%-423.6pp | 36.46%-20.8pp |
| Employer contribution / active EE | $164 | $1,860-91.2% | $3,475-95.3% | $2,529-93.5% |
| Participant deferral / active EE | $259 | $2,798-90.8% | $3,999-93.5% | $3,835-93.3% |
| Admin fee / account holder | $1,914 | $1,295+47.7% | $5,696-66.4% | $1,002+91.0% |