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 | $9,749 | $228,352-95.7% | $185,835-94.8% | $158,966-93.9% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 11.61% | 40.81%-29.2pp | 35.96%-24.4pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,068 | $4,967-78.5% | $4,087-73.9% | $4,762-77.6% |
| Participant deferral / active EE | $1,073 | $6,416-83.3% | $5,633-81.0% | $5,983-82.1% |
| Admin fee / account holder | $1,010 | $11,867-91.5% | $9,502-89.4% | $11,250-91.0% |