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 | $6,489 | $142,354-95.4% | $125,529-94.8% | $155,188-95.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.7%-14.7pp | 80.8%-20.8pp |
| Annual return | 12.06% | 306.06%-294.0pp | 202.56%-190.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $830 | $3,501-76.3% | $3,058-72.9% | $4,248-80.5% |
| Participant deferral / active EE | $1,248 | $5,491-77.3% | $4,813-74.1% | $6,531-80.9% |
| Admin fee / account holder | $62,092 | $19,392+220.2% | $16,298+281.0% | $14,480+328.8% |