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 | $7,441 | $77,157-90.4% | $108,405-93.1% | $85,847-91.3% |
| Participation rate | 61.1% | 74.7%-13.6pp | 80.1%-19.0pp | 69.3%-8.2pp |
| Annual return | 16.74% | 44.55%-27.8pp | 905.55%-888.8pp | 318.61%-301.9pp |
| Employer contribution / active EE | $791 | $2,379-66.8% | $3,559-77.8% | $2,565-69.2% |
| Participant deferral / active EE | $1,270 | $5,567-77.2% | $6,563-80.7% | $3,952-67.9% |
| Admin fee / account holder | $389 | $5,174-92.5% | $7,297-94.7% | $6,261-93.8% |