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 | $29,771 | $202,342-85.3% | $172,752-82.8% | $152,897-80.5% |
| Participation rate | 26.3% | 87.1%-60.7pp | 82.6%-56.3pp | 82.5%-56.1pp |
| Annual return | 18.88% | 1029.83%-1010.9pp | 802.97%-784.1pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $590 | $5,948-90.1% | $5,198-88.6% | $5,851-89.9% |
| Admin fee / account holder | $17,696 | $17,111+3.4% | $13,955+26.8% | $11,599+52.6% |