Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,132 | $183,592-96.1% | $155,574-95.4% | $145,877-95.1% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 11.08% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,640 | $6,466-74.6% | $5,629-70.9% | $6,691-75.5% |
| Admin fee / account holder | $3,003 | $19,316-84.5% | $15,914-81.1% | $13,402-77.6% |