Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,061 | $211,288-97.1% | $178,540-96.6% | $145,884-95.8% |
| Participation rate | 11.1% | 80.8%-69.7pp | 77.1%-66.0pp | 80.3%-69.2pp |
| Annual return | 14.16% | 30.27%-16.1pp | 27.15%-13.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $385 | $6,967-94.5% | $6,281-93.9% | $6,690-94.3% |
| Admin fee / account holder | $2,477 | $12,105-79.5% | $10,424-76.2% | $13,392-81.5% |