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 | $9,731 | $36,002-73.0% | $161,489-94.0% | $64,728-85.0% |
| Participation rate | 14.1% | 57.4%-43.3pp | 78.7%-64.6pp | 57.9%-43.8pp |
| Annual return | 29.85% | 33.93%-4.1pp | 89.72%-59.9pp | 49.38%-19.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $374 | $1,815-79.4% | $5,630-93.4% | $2,729-86.3% |
| Admin fee / account holder | $972 | $931+4.4% | $16,006-93.9% | $1,145-15.1% |