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 | $11,669 | $166,268-93.0% | $165,100-92.9% | $145,897-92.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 22.67% | 100.52%-77.9pp | 70.21%-47.5pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,250 | $5,284-76.3% | $4,348-71.3% | $4,663-73.2% |
| Participant deferral / active EE | $1,352 | $6,964-80.6% | $6,035-77.6% | $6,689-79.8% |
| Admin fee / account holder | $33,707 | $16,659+102.3% | $12,696+165.5% | $13,390+151.7% |