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 | $4,553 | $103,008-95.6% | $90,304-95.0% | $152,897-97.0% |
| Participation rate | 52.4% | 75.9%-23.5pp | 73.3%-20.9pp | 82.5%-30.1pp |
| Annual return | 23.62% | 95.22%-71.6pp | 78.13%-54.5pp | 345.43%-321.8pp |
| Employer contribution / active EE | $308 | $3,139-90.2% | $2,855-89.2% | $4,764-93.5% |
| Participant deferral / active EE | $624 | $4,281-85.4% | $3,885-84.0% | $5,851-89.3% |
| Admin fee / account holder | $560 | $6,175-90.9% | $5,354-89.5% | $11,599-95.2% |