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 | $6,901 | $176,120-96.1% | $159,487-95.7% | $167,553-95.9% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 11.01% | 331.95%-320.9pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $260 | $7,752-96.7% | $7,354-96.5% | $6,343-95.9% |
| Admin fee / account holder | $8,385 | $12,561-33.2% | $10,804-22.4% | $12,316-31.9% |