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 | $7,526 | $183,516-95.9% | $155,534-95.2% | $145,884-94.8% |
| Participation rate | 13.3% | 82.7%-69.4pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 11.41% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $358 | $6,467-94.5% | $5,630-93.6% | $6,690-94.6% |
| Admin fee / account holder | $2,096 | $19,293-89.1% | $15,900-86.8% | $13,392-84.3% |