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 | $9,850 | $180,749-94.6% | $160,784-93.9% | $137,256-92.8% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 11.84% | 2234.46%-2222.6pp | 1803.92%-1792.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $510 | $4,155-87.7% | $3,733-86.4% | $4,156-87.7% |
| Participant deferral / active EE | $1,080 | $6,844-84.2% | $6,293-82.8% | $6,407-83.2% |
| Admin fee / account holder | $2,159 | $10,397-79.2% | $9,717-77.8% | $12,270-82.4% |