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 | $10,958 | $60,139-81.8% | $90,461-87.9% | $79,856-86.3% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 26.80% | 71.96%-45.2pp | 1294.76%-1268.0pp | 31.71%-4.9pp |
| Employer contribution / active EE | $350 | $2,069-83.1% | $3,264-89.3% | $2,471-85.8% |
| Participant deferral / active EE | $707 | $2,939-76.0% | $3,964-82.2% | $3,741-81.1% |
| Admin fee / account holder | $983 | $3,978-75.3% | $5,617-82.5% | $5,306-81.5% |