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 | $7,564 | $226,090-96.7% | $182,531-95.9% | $152,885-95.1% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.0%-19.6pp | 82.5%-24.1pp |
| Annual return | 27.92% | 192.57%-164.6pp | 148.57%-120.7pp | 345.39%-317.5pp |
| Employer contribution / active EE | $514 | $4,978-89.7% | $4,075-87.4% | $4,763-89.2% |
| Participant deferral / active EE | $677 | $6,369-89.4% | $5,525-87.8% | $5,851-88.4% |
| Admin fee / account holder | $936 | $10,705-91.3% | $8,593-89.1% | $11,598-91.9% |