Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,608 | $99,031-92.3% | $86,597-91.2% | $147,585-94.8% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 28.54% | 1312.56%-1284.0pp | 964.96%-936.4pp | 578.57%-550.0pp |
| Employer contribution / active EE | $40 | $3,132-98.7% | $2,840-98.6% | $4,876-99.2% |
| Participant deferral / active EE | $93 | $3,972-97.7% | $3,609-97.4% | $5,439-98.3% |
| Admin fee / account holder | $4,468 | $5,711-21.8% | $4,906-8.9% | $10,885-59.0% |