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 | $4,263 | $38,967-89.1% | $86,233-95.1% | $79,634-94.6% |
| Participation rate | 6.1% | 34.1%-27.9pp | 69.0%-62.9pp | 62.5%-56.3pp |
| Annual return | 14.54% | 49.90%-35.4pp | 61.39%-46.8pp | 36.46%-21.9pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $104 | $1,663-93.7% | $4,559-97.7% | $3,835-97.3% |
| Admin fee / account holder | $2,367 | $2,660-11.0% | $8,342-71.6% | $1,002+136.2% |