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 | $8,849 | $165,361-94.6% | $149,715-94.1% | $158,950-94.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 27.66% | 348.24%-320.6pp | 276.66%-249.0pp | 302.91%-275.2pp |
| Employer contribution / active EE | $3,333 | $5,103-34.7% | $4,645-28.2% | $4,762-30.0% |
| Participant deferral / active EE | $1,243 | $7,182-82.7% | $6,842-81.8% | $5,983-79.2% |
| Admin fee / account holder | $1,064 | $10,808-90.2% | $9,310-88.6% | $11,248-90.5% |