Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,592 | $132,634-95.0% | $115,768-94.3% | $137,256-95.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.64% | 160.70%-146.1pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $739 | $3,360-78.0% | $2,940-74.9% | $4,156-82.2% |
| Participant deferral / active EE | $849 | $5,619-84.9% | $4,917-82.7% | $6,407-86.8% |
| Admin fee / account holder | $2,246 | $15,028-85.1% | $12,439-81.9% | $12,270-81.7% |