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 | $16,348 | $106,008-84.6% | $92,240-82.3% | $147,586-88.9% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 14.19% | 50.05%-35.9pp | 176.29%-162.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,106 | $4,333-74.5% | $3,680-69.9% | $4,876-77.3% |
| Participant deferral / active EE | $698 | $4,478-84.4% | $3,897-82.1% | $5,439-87.2% |
| Admin fee / account holder | $1,453 | $6,333-77.0% | $5,194-72.0% | $10,886-86.6% |