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 | $3,438 | $198,461-98.3% | $170,436-98.0% | $147,585-97.7% |
| Participation rate | 13.3% | 88.0%-74.6pp | 83.6%-70.3pp | 82.8%-69.5pp |
| Annual return | 9.06% | 257.30%-248.2pp | 205.94%-196.9pp | 578.57%-569.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $202 | $5,629-96.4% | $4,939-95.9% | $5,439-96.3% |
| Admin fee / account holder | $5,403 | $16,852-67.9% | $13,880-61.1% | $10,885-50.4% |