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 | $2,042 | $65,364-96.9% | $92,909-97.8% | $72,975-97.2% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.6pp |
| Annual return | 22.15% | 42.11%-20.0pp | 109.44%-87.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $990 | $3,128-68.4% | $4,238-76.6% | $3,608-72.6% |
| Admin fee / account holder | $313 | $4,251-92.6% | $5,795-94.6% | $5,124-93.9% |