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 | $10,545 | $64,705-83.7% | $62,929-83.2% | $67,986-84.5% |
| Participation rate | 10.5% | 65.6%-55.1pp | 73.1%-62.6pp | 57.2%-46.7pp |
| Annual return | 13.26% | 20.31%-7.1pp | 1063.93%-1050.7pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $230 | $3,198-92.8% | $3,888-94.1% | $3,358-93.1% |
| Admin fee / account holder | $307 | $1,428-78.5% | $5,065-93.9% | $3,203-90.4% |