Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,912 | $144,130-95.2% | $117,861-94.1% | $147,586-95.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 39.63% | 531.20%-491.6pp | 335.11%-295.5pp | 578.59%-539.0pp |
| Employer contribution / active EE | $1,406 | $4,897-71.3% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $1,406 | $5,316-73.6% | $4,482-68.6% | $5,439-74.1% |
| Admin fee / account holder | $755 | $10,887-93.1% | $8,021-90.6% | $10,886-93.1% |