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 | $1,690 | $94,439-98.2% | $73,658-97.7% | $154,746-98.9% |
| Participation rate | 7.1% | 64.7%-57.5pp | 57.0%-49.9pp | 80.7%-73.6pp |
| Annual return | 5.65% | 28.25%-22.6pp | 29.72%-24.1pp | 172.34%-166.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $63 | $2,527-97.5% | $2,062-96.9% | $6,730-99.1% |
| Admin fee / account holder | $2,313 | $3,843-39.8% | $3,357-31.1% | $14,365-83.9% |