Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,889 | $91,198-90.3% | $178,503-95.0% | $79,856-88.9% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 18.36% | 24.20%-5.8pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $378 | $3,257-88.4% | $5,011-92.5% | $2,471-84.7% |
| Participant deferral / active EE | $398 | $3,237-87.7% | $5,202-92.3% | $3,741-89.3% |
| Admin fee / account holder | $491 | $6,748-92.7% | $13,987-96.5% | $5,306-90.7% |