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 | $4,110 | $177,353-97.7% | $158,226-97.4% | $198,609-97.9% |
| Participation rate | 60.0% | 77.0%-17.0pp | 74.8%-14.8pp | 82.4%-22.4pp |
| Annual return | 15.46% | 599.50%-584.0pp | 501.41%-486.0pp | 202.70%-187.2pp |
| Employer contribution / active EE | $681 | $3,239-79.0% | $2,986-77.2% | $5,055-86.5% |
| Participant deferral / active EE | $618 | $4,615-86.6% | $4,317-85.7% | $6,977-91.1% |
| Admin fee / account holder | $1,474 | $10,960-86.6% | $10,217-85.6% | $19,030-92.3% |