Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,560 | $227,541-98.0% | $189,544-97.6% | $167,497-97.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 13.93% | 78.42%-64.5pp | 64.18%-50.3pp | 478.62%-464.7pp |
| Employer contribution / active EE | $0 | $5,314-100.0% | $4,411-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $963 | $7,002-86.2% | $6,174-84.4% | $6,341-84.8% |
| Admin fee / account holder | $901 | $11,879-92.4% | $9,808-90.8% | $12,310-92.7% |