Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,972 | $112,915-94.7% | $90,965-93.4% | $158,950-96.2% |
| Participation rate | 18.2% | 74.7%-56.6pp | 69.0%-50.8pp | 82.0%-63.8pp |
| Annual return | 5.03% | 215.75%-210.7pp | 134.57%-129.5pp | 302.91%-297.9pp |
| Employer contribution / active EE | $741 | $2,894-74.4% | $2,122-65.1% | $4,762-84.4% |
| Participant deferral / active EE | $741 | $4,128-82.0% | $3,373-78.0% | $5,983-87.6% |
| Admin fee / account holder | $1,120 | $8,044-86.1% | $5,960-81.2% | $11,248-90.0% |