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 | $5,296 | $86,298-93.9% | $111,308-95.2% | $85,847-93.8% |
| Participation rate | 45.5% | 73.3%-27.9pp | 77.3%-31.9pp | 69.3%-23.9pp |
| Annual return | 43.13% | 19.99%+23.1pp | 54.67%-11.5pp | 318.61%-275.5pp |
| Employer contribution / active EE | $698 | $2,044-65.9% | $2,732-74.5% | $2,565-72.8% |
| Participant deferral / active EE | $1,546 | $3,641-57.5% | $4,487-65.6% | $3,952-60.9% |
| Admin fee / account holder | $1,696 | $8,189-79.3% | $7,965-78.7% | $6,261-72.9% |