Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,268 | $82,630-85.2% | $64,105-80.9% | $125,388-90.2% |
| Participation rate | 17.4% | 75.9%-58.5pp | 68.2%-50.8pp | 83.2%-65.8pp |
| Annual return | 19.73% | 1489.72%-1470.0pp | 791.24%-771.5pp | 282.24%-262.5pp |
| Employer contribution / active EE | $358 | $2,671-86.6% | $1,820-80.3% | $4,866-92.6% |
| Participant deferral / active EE | $455 | $3,608-87.4% | $2,822-83.9% | $5,352-91.5% |
| Admin fee / account holder | $619 | $6,382-90.3% | $4,499-86.2% | $9,541-93.5% |