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 | $2,658 | $95,580-97.2% | $76,872-96.5% | $139,466-98.1% |
| Participation rate | 25.0% | 74.0%-49.0pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 15.01% | 55.00%-40.0pp | 37.90%-22.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $473 | $4,623-89.8% | $3,832-87.7% | $6,712-93.0% |
| Admin fee / account holder | $2,154 | $8,302-74.1% | $5,476-60.7% | $11,409-81.1% |