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 | $13,911 | $217,432-93.6% | $185,849-92.5% | $167,536-91.7% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 17.30% | 148.42%-131.1pp | 122.10%-104.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $67 | $6,357-99.0% | $5,569-98.8% | $6,342-98.9% |
| Admin fee / account holder | $2,871 | $19,818-85.5% | $16,244-82.3% | $12,315-76.7% |