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 | $5,069 | $165,381-96.9% | $149,730-96.6% | $158,966-96.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 59.44% | 348.29%-288.9pp | 276.70%-217.3pp | 302.95%-243.5pp |
| Employer contribution / active EE | $1,648 | $5,104-67.7% | $4,645-64.5% | $4,762-65.4% |
| Participant deferral / active EE | $1,648 | $7,182-77.1% | $6,843-75.9% | $5,983-72.5% |
| Admin fee / account holder | $1,400 | $10,809-87.0% | $9,310-85.0% | $11,250-87.6% |