Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,163 | $209,888-97.5% | $189,545-97.3% | $167,553-96.9% |
| Participation rate | 46.2% | 88.7%-42.5pp | 87.8%-41.7pp | 82.1%-36.0pp |
| Annual return | 10.56% | 748.66%-738.1pp | 555.36%-544.8pp | 478.89%-468.3pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $915 | $8,934-89.8% | $8,220-88.9% | $6,343-85.6% |
| Admin fee / account holder | $3,415 | $14,300-76.1% | $12,049-71.7% | $12,316-72.3% |