Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,169 | $217,432-90.7% | $185,849-89.1% | $167,536-88.0% |
| Participation rate | 52.9% | 86.1%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 11.70% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $532 | $6,357-91.6% | $5,569-90.4% | $6,342-91.6% |
| Admin fee / account holder | $789 | $19,818-96.0% | $16,244-95.1% | $12,315-93.6% |