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 | $5,291 | $45,123-88.3% | $85,240-93.8% | $74,478-92.9% |
| Participation rate | 18.2% | 49.4%-31.2pp | 67.5%-49.3pp | 67.2%-49.0pp |
| Annual return | 47.34% | 26.32%+21.0pp | 66.75%-19.4pp | 1370.56%-1323.2pp |
| Employer contribution / active EE | $287 | $1,459-80.3% | $2,735-89.5% | $2,626-89.1% |
| Participant deferral / active EE | $583 | $2,736-78.7% | $4,527-87.1% | $4,350-86.6% |
| Admin fee / account holder | $1,317 | $2,215-40.5% | $6,165-78.6% | $1,946-32.3% |