Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,861 | $165,381-95.2% | $149,730-94.7% | $158,966-95.1% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 53.28% | 348.29%-295.0pp | 276.70%-223.4pp | 302.95%-249.7pp |
| Employer contribution / active EE | $1,058 | $5,104-79.3% | $4,645-77.2% | $4,762-77.8% |
| Participant deferral / active EE | $1,859 | $7,182-74.1% | $6,843-72.8% | $5,983-68.9% |
| Admin fee / account holder | $929 | $10,809-91.4% | $9,310-90.0% | $11,250-91.7% |