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 | $4,843 | $98,240-95.1% | $82,312-94.1% | $147,586-96.7% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 24.44% | 30.85%-6.4pp | 25.88%-1.4pp | 578.59%-554.2pp |
| Employer contribution / active EE | $703 | $3,192-78.0% | $2,428-71.0% | $4,876-85.6% |
| Participant deferral / active EE | $829 | $4,383-81.1% | $3,706-77.6% | $5,439-84.8% |
| Admin fee / account holder | $680 | $8,563-92.1% | $5,608-87.9% | $10,886-93.8% |