Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,257 | $148,623-96.5% | $135,974-96.1% | $139,466-96.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 27.17% | 79.30%-52.1pp | 68.30%-41.1pp | 373.66%-346.5pp |
| Employer contribution / active EE | $1,476 | $5,246-71.9% | $4,859-69.6% | $4,754-69.0% |
| Participant deferral / active EE | $1,815 | $8,103-77.6% | $7,760-76.6% | $6,712-73.0% |
| Admin fee / account holder | $1,607 | $12,406-87.0% | $10,767-85.1% | $11,409-85.9% |