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 | $9,823 | $180,749-94.6% | $160,784-93.9% | $137,256-92.8% |
| Participation rate | 47.6% | 80.0%-32.4pp | 77.0%-29.3pp | 80.0%-32.3pp |
| Annual return | 15.91% | 2234.46%-2218.6pp | 1803.92%-1788.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $659 | $4,155-84.1% | $3,733-82.3% | $4,156-84.1% |
| Participant deferral / active EE | $1,111 | $6,844-83.8% | $6,293-82.3% | $6,407-82.7% |
| Admin fee / account holder | $1,762 | $10,397-83.0% | $9,717-81.9% | $12,270-85.6% |