Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,373 | $209,422-93.6% | $178,503-92.5% | $158,982-91.6% |
| Participation rate | 23.5% | 86.4%-62.8pp | 81.9%-58.4pp | 82.0%-58.4pp |
| Annual return | 85.17% | 188.81%-103.6pp | 151.12%-65.9pp | 302.99%-217.8pp |
| Employer contribution / active EE | $1,170 | $5,707-79.5% | $5,011-76.7% | $4,763-75.4% |
| Participant deferral / active EE | $1,304 | $5,955-78.1% | $5,202-74.9% | $5,983-78.2% |
| Admin fee / account holder | $908 | $17,079-94.7% | $13,987-93.5% | $11,252-91.9% |