Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,185 | $85,766-91.6% | $136,298-94.7% | $70,126-89.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 25.89% | 31.46%-5.6pp | 5156.27%-5130.4pp | 73.15%-47.3pp |
| Employer contribution / active EE | $651 | $2,966-78.0% | $4,696-86.1% | $2,343-72.2% |
| Participant deferral / active EE | $1,539 | $5,051-69.5% | $6,247-75.4% | $3,332-53.8% |
| Admin fee / account holder | $386 | $5,421-92.9% | $9,244-95.8% | $4,645-91.7% |