Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,769 | $37,446-89.9% | $77,552-95.1% | $79,856-95.3% |
| Participation rate | 27.5% | 41.5%-14.0pp | 54.2%-26.7pp | 69.6%-42.1pp |
| Annual return | 12.47% | 39.76%-27.3pp | 54.82%-42.3pp | 31.71%-19.2pp |
| Employer contribution / active EE | $122 | $637-80.9% | $987-87.6% | $2,471-95.1% |
| Participant deferral / active EE | $167 | $1,261-86.8% | $1,861-91.0% | $3,741-95.5% |
| Admin fee / account holder | $323 | $2,506-87.1% | $2,859-88.7% | $5,306-93.9% |