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 | $6,908 | $107,363-93.6% | $92,909-92.6% | $152,897-95.5% |
| Participation rate | 19.0% | 79.8%-60.7pp | 76.0%-57.0pp | 82.5%-63.4pp |
| Annual return | 30.71% | 145.63%-114.9pp | 109.44%-78.7pp | 345.43%-314.7pp |
| Employer contribution / active EE | $751 | $4,222-82.2% | $3,653-79.4% | $4,764-84.2% |
| Participant deferral / active EE | $892 | $4,848-81.6% | $4,238-78.9% | $5,851-84.8% |
| Admin fee / account holder | $767 | $7,082-89.2% | $5,795-86.8% | $11,599-93.4% |