Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,013 | $109,411-97.2% | $89,435-96.6% | $158,982-98.1% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.7pp | 82.0%-23.6pp |
| Annual return | 11.35% | 345.68%-334.3pp | 245.55%-234.2pp | 302.99%-291.6pp |
| Employer contribution / active EE | $583 | $3,173-81.6% | $2,587-77.5% | $4,763-87.8% |
| Participant deferral / active EE | $757 | $4,600-83.5% | $3,890-80.5% | $5,983-87.3% |
| Admin fee / account holder | $322 | $6,159-94.8% | $4,884-93.4% | $11,252-97.1% |