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 | $8,856 | $107,941-91.8% | $91,994-90.4% | $152,897-94.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 19.55% | 89.28%-69.7pp | 69.04%-49.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $675 | $4,212-84.0% | $3,453-80.4% | $4,764-85.8% |
| Participant deferral / active EE | $1,350 | $6,366-78.8% | $5,924-77.2% | $5,851-76.9% |
| Admin fee / account holder | $2,976 | $10,521-71.7% | $7,744-61.6% | $11,599-74.3% |