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 | $21,526 | $166,131-87.0% | $164,975-87.0% | $145,877-85.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.14% | 100.37%-82.2pp | 70.12%-52.0pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,016 | $6,962-85.4% | $6,033-83.2% | $6,691-84.8% |
| Admin fee / account holder | $404 | $16,648-97.6% | $12,688-96.8% | $13,402-97.0% |