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 | $1,103 | $85,060-98.7% | $70,548-98.4% | $139,456-99.2% |
| Participation rate | 42.9% | 73.9%-31.0pp | 68.3%-25.5pp | 80.3%-37.5pp |
| Annual return | 11.87% | 30.38%-18.5pp | 32.78%-20.9pp | 373.45%-361.6pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $335 | $5,890-94.3% | $4,567-92.7% | $6,711-95.0% |
| Admin fee / account holder | $365 | $8,925-95.9% | $6,424-94.3% | $11,407-96.8% |