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 | $7,433 | $107,368-93.1% | $92,915-92.0% | $152,909-95.1% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 12.96% | 145.64%-132.7pp | 109.45%-96.5pp | 345.46%-332.5pp |
| Employer contribution / active EE | $1,148 | $4,222-72.8% | $3,653-68.6% | $4,764-75.9% |
| Participant deferral / active EE | $262 | $4,848-94.6% | $4,238-93.8% | $5,851-95.5% |
| Admin fee / account holder | $38,030 | $7,082+437.0% | $5,796+556.2% | $11,601+227.8% |