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 | $7,171 | $183,516-96.1% | $155,534-95.4% | $145,884-95.1% |
| Participation rate | 19.0% | 82.7%-63.7pp | 78.2%-59.2pp | 80.3%-61.3pp |
| Annual return | 12.89% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $414 | $6,467-93.6% | $5,630-92.7% | $6,690-93.8% |
| Admin fee / account holder | $310 | $19,293-98.4% | $15,900-98.0% | $13,392-97.7% |