Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,318 | $58,726-80.7% | $92,240-87.7% | $62,293-81.8% |
| Participation rate | 59.9% | 68.3%-8.5pp | 76.5%-16.6pp | 69.5%-9.6pp |
| Annual return | 14.49% | 43.62%-29.1pp | 176.29%-161.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,114 | $2,766-59.7% | $3,897-71.4% | $3,169-64.8% |
| Admin fee / account holder | $479 | $556-13.9% | $5,194-90.8% | $479-0.1% |