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 | $1,986 | $110,551-98.2% | $80,741-97.5% | $167,536-98.8% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 15.14% | 120.57%-105.4pp | 87.30%-72.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $62 | $1,543-96.0% | $1,160-94.7% | $4,839-98.7% |
| Participant deferral / active EE | $141 | $2,870-95.1% | $2,145-93.4% | $6,342-97.8% |
| Admin fee / account holder | $730 | $4,547-84.0% | $3,380-78.4% | $12,315-94.1% |