Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,444 | $148,623-93.0% | $135,974-92.3% | $139,466-92.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.03% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,362 | $5,246-74.0% | $4,859-72.0% | $4,754-71.3% |
| Participant deferral / active EE | $2,489 | $8,103-69.3% | $7,760-67.9% | $6,712-62.9% |
| Admin fee / account holder | $940 | $12,406-92.4% | $10,767-91.3% | $11,409-91.8% |