Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,185 | $208,088-94.6% | $186,193-94.0% | $154,746-92.8% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 20.73% | 89.97%-69.2pp | 78.03%-57.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $829 | $7,078-88.3% | $6,513-87.3% | $6,730-87.7% |
| Admin fee / account holder | $368 | $11,698-96.9% | $11,058-96.7% | $14,365-97.4% |