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 | $17,230 | $101,653-83.1% | $147,080-88.3% | $74,459-76.9% |
| Participation rate | 8.8% | 75.6%-66.7pp | 82.2%-73.4pp | 67.2%-58.4pp |
| Annual return | 15.59% | 8754.98%-8739.4pp | 420.17%-404.6pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $634 | $7,304-91.3% | $8,066-92.1% | $4,350-85.4% |
| Admin fee / account holder | $3,125 | $1,752+78.4% | $12,989-75.9% | $1,945+60.7% |