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 | $6,392 | $96,643-93.4% | $86,617-92.6% | $139,456-95.4% |
| Participation rate | 69.6% | 74.4%-4.8pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 20.96% | 106.57%-85.6pp | 591.91%-570.9pp | 373.45%-352.5pp |
| Employer contribution / active EE | $734 | $3,264-77.5% | $3,023-75.7% | $4,753-84.6% |
| Participant deferral / active EE | $266 | $4,835-94.5% | $4,437-94.0% | $6,711-96.0% |
| Admin fee / account holder | $652 | $6,406-89.8% | $5,613-88.4% | $11,407-94.3% |