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 | $1,751 | $208,088-99.2% | $186,193-99.1% | $154,746-98.9% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 12.28% | 89.97%-77.7pp | 78.03%-65.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $458 | $4,340-89.5% | $3,918-88.3% | $4,379-89.5% |
| Participant deferral / active EE | $488 | $7,078-93.1% | $6,513-92.5% | $6,730-92.7% |
| Admin fee / account holder | $2,151 | $11,698-81.6% | $11,058-80.6% | $14,365-85.0% |