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 | $7,624 | $105,284-92.8% | $150,734-94.9% | $94,015-91.9% |
| Participation rate | 37.1% | 71.7%-34.6pp | 78.4%-41.3pp | 70.8%-33.7pp |
| Annual return | 13.11% | 15.67%-2.6pp | 600.81%-587.7pp | 17.84%-4.7pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $843 | $4,274-80.3% | $5,610-85.0% | $4,249-80.2% |
| Admin fee / account holder | $5,121 | $9,839-47.9% | $14,905-65.6% | $8,951-42.8% |