Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,070 | $88,702-97.7% | $81,780-97.5% | $145,978-98.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.22% | 1029.12%-1017.9pp | 776.27%-765.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $372 | $3,084-87.9% | $2,914-87.2% | $4,662-92.0% |
| Participant deferral / active EE | $562 | $4,645-87.9% | $4,321-87.0% | $6,690-91.6% |
| Admin fee / account holder | $491 | $8,414-94.2% | $7,384-93.3% | $13,400-96.3% |