Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,061 | $118,488-94.0% | $98,462-92.8% | $139,487-94.9% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 23.21% | 18.96%+4.2pp | 21.17%+2.0pp | 373.84%-350.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $767 | $5,393-85.8% | $4,738-83.8% | $6,713-88.6% |
| Admin fee / account holder | $1,257 | $13,868-90.9% | $8,875-85.8% | $11,407-89.0% |