Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,179 | $63,346-76.0% | $92,240-83.5% | $70,126-78.4% |
| Participation rate | 22.5% | 68.7%-46.2pp | 76.5%-54.0pp | 69.5%-47.0pp |
| Annual return | 86.73% | 530.19%-443.5pp | 176.29%-89.6pp | 73.15%+13.6pp |
| Employer contribution / active EE | $706 | $2,471-71.4% | $3,680-80.8% | $2,343-69.9% |
| Participant deferral / active EE | $1,106 | $2,854-61.2% | $3,897-71.6% | $3,332-66.8% |
| Admin fee / account holder | $1,600 | $3,841-58.3% | $5,194-69.2% | $4,645-65.5% |