Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,992 | $160,028-95.0% | $147,080-94.6% | $145,884-94.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 15.48% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,466 | $5,286-72.3% | $4,933-70.3% | $4,662-68.5% |
| Participant deferral / active EE | $2,127 | $8,422-74.7% | $8,066-73.6% | $6,690-68.2% |
| Admin fee / account holder | $3,806 | $15,030-74.7% | $12,989-70.7% | $13,392-71.6% |