Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,464 | $150,447-95.0% | $136,298-94.5% | $147,586-94.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.56% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,283 | $5,256-75.6% | $4,696-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $1,569 | $6,631-76.3% | $6,247-74.9% | $5,439-71.2% |
| Admin fee / account holder | $2,034 | $10,906-81.4% | $9,244-78.0% | $10,886-81.3% |