Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,208 | $83,884-90.2% | $64,101-87.2% | $74,460-89.0% |
| Participation rate | 9.8% | 76.6%-66.8pp | 72.3%-62.5pp | 70.7%-61.0pp |
| Annual return | 37.35% | 16.57%+20.8pp | 33.72%+3.6pp | 34.38%+3.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,749-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $504 | $3,692-86.4% | $3,881-87.0% | $4,530-88.9% |
| Admin fee / account holder | $650 | $196+231.7% | $3,070-78.8% | $348+86.9% |