Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,596 | $91,179-90.6% | $178,499-95.2% | $79,852-89.2% |
| Participation rate | 2.8% | 69.2%-66.4pp | 81.9%-79.1pp | 69.6%-66.8pp |
| Annual return | 10.95% | 24.19%-13.2pp | 151.10%-140.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $106 | $3,236-96.7% | $5,202-98.0% | $3,740-97.2% |
| Admin fee / account holder | $709 | $6,749-89.5% | $13,986-94.9% | $5,306-86.6% |