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 | $17,822 | $209,847-91.5% | $189,520-90.6% | $167,518-89.4% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 10.03% | 748.45%-738.4pp | 555.25%-545.2pp | 478.71%-468.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,888 | $8,934-67.7% | $8,220-64.9% | $6,342-54.5% |
| Admin fee / account holder | $1,152 | $14,295-91.9% | $12,046-90.4% | $12,312-90.6% |