Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,783 | $100,073-96.2% | $85,126-95.6% | $145,877-97.4% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 9.42% | 84.11%-74.7pp | 66.63%-57.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $586 | $3,236-81.9% | $2,731-78.5% | $4,663-87.4% |
| Participant deferral / active EE | $425 | $5,294-92.0% | $4,523-90.6% | $6,691-93.6% |
| Admin fee / account holder | $1,034 | $7,261-85.8% | $6,160-83.2% | $13,402-92.3% |