Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,952 | $112,915-94.7% | $90,965-93.5% | $158,950-96.3% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 43.05% | 215.75%-172.7pp | 134.57%-91.5pp | 302.91%-259.9pp |
| Employer contribution / active EE | $1,927 | $2,894-33.4% | $2,122-9.2% | $4,762-59.5% |
| Participant deferral / active EE | $865 | $4,128-79.0% | $3,373-74.4% | $5,983-85.5% |
| Admin fee / account holder | $1,481 | $8,044-81.6% | $5,960-75.2% | $11,248-86.8% |