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 | $3,759 | $174,379-97.8% | $152,093-97.5% | $138,895-97.3% |
| Participation rate | 30.8% | 81.6%-50.9pp | 77.8%-47.0pp | 79.9%-49.1pp |
| Annual return | 13.88% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $64 | $6,159-99.0% | $5,451-98.8% | $6,396-99.0% |
| Admin fee / account holder | $1,416 | $16,880-91.6% | $14,497-90.2% | $12,562-88.7% |