Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,976 | $112,112-97.3% | $95,956-96.9% | $158,950-98.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 15.57% | 171.15%-155.6pp | 91.63%-76.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $678 | $3,199-78.8% | $2,541-73.3% | $4,762-85.8% |
| Participant deferral / active EE | $1,207 | $4,784-74.8% | $4,167-71.0% | $5,983-79.8% |
| Admin fee / account holder | $3,049 | $10,134-69.9% | $6,797-55.1% | $11,248-72.9% |