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 | $8,751 | $150,446-94.2% | $136,297-93.6% | $147,585-94.1% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 15.63% | 1049.14%-1033.5pp | 5156.19%-5140.6pp | 578.58%-563.0pp |
| Employer contribution / active EE | $1,090 | $5,256-79.3% | $4,696-76.8% | $4,876-77.7% |
| Participant deferral / active EE | $1,255 | $6,631-81.1% | $6,247-79.9% | $5,439-76.9% |
| Admin fee / account holder | $5,654 | $10,906-48.2% | $9,244-38.8% | $10,886-48.1% |