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 | $5,523 | $112,935-95.1% | $90,970-93.9% | $158,966-96.5% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 14.04% | 215.79%-201.7pp | 134.58%-120.5pp | 302.95%-288.9pp |
| Employer contribution / active EE | $436 | $2,895-84.9% | $2,122-79.5% | $4,762-90.9% |
| Participant deferral / active EE | $685 | $4,129-83.4% | $3,373-79.7% | $5,983-88.5% |
| Admin fee / account holder | $486 | $8,045-94.0% | $5,960-91.9% | $11,250-95.7% |