Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,178 | $154,209-95.3% | $130,062-94.5% | $139,487-94.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 9.58% | 32.52%-22.9pp | -137.37%+147.0pp | 373.84%-364.3pp |
| Employer contribution / active EE | $1,394 | $5,292-73.7% | $4,322-67.7% | $4,755-70.7% |
| Participant deferral / active EE | $1,881 | $6,709-72.0% | $5,821-67.7% | $6,713-72.0% |
| Admin fee / account holder | $366 | $13,988-97.4% | $10,601-96.5% | $11,407-96.8% |