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 | $8,162 | $129,737-93.7% | $119,126-93.1% | $154,746-94.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 22.59% | 379.08%-356.5pp | 282.11%-259.5pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,193 | $4,375-72.7% | $4,034-70.4% | $4,379-72.8% |
| Participant deferral / active EE | $1,193 | $5,842-79.6% | $5,318-77.6% | $6,730-82.3% |
| Admin fee / account holder | $793 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |