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 | $18,613 | $101,653-81.7% | $147,080-87.3% | $74,459-75.0% |
| Participation rate | 33.1% | 75.6%-42.5pp | 82.2%-49.1pp | 67.2%-34.2pp |
| Annual return | 14.97% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $1,073 | $3,813-71.9% | $4,933-78.3% | $2,626-59.2% |
| Participant deferral / active EE | $1,381 | $7,304-81.1% | $8,066-82.9% | $4,350-68.3% |
| Admin fee / account holder | $3,126 | $1,752+78.5% | $12,989-75.9% | $1,945+60.7% |