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 | $10,407 | $118,708-91.2% | $98,920-89.5% | $158,966-93.5% |
| Participation rate | 31.6% | 77.8%-46.2pp | 76.0%-44.5pp | 82.0%-50.4pp |
| Annual return | 24.74% | 372.49%-347.7pp | 196.47%-171.7pp | 302.95%-278.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,260 | $5,089-75.2% | $4,245-70.3% | $5,983-78.9% |
| Admin fee / account holder | $764 | $10,134-92.5% | $6,643-88.5% | $11,250-93.2% |