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 | $6,343 | $56,197-88.7% | $67,652-90.6% | $59,633-89.4% |
| Participation rate | 25.0% | 71.5%-46.5pp | 75.7%-50.7pp | 68.7%-43.7pp |
| Annual return | 8.98% | 18508.10%-18499.1pp | 6625.40%-6616.4pp | 2041.45%-2032.5pp |
| Employer contribution / active EE | $562 | $1,615-65.2% | $2,266-75.2% | $2,203-74.5% |
| Participant deferral / active EE | $848 | $2,844-70.2% | $3,560-76.2% | $3,192-73.4% |
| Admin fee / account holder | $1,026 | $3,958-74.1% | $4,821-78.7% | $4,297-76.1% |