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 | $14,661 | $176,105-91.7% | $159,474-90.8% | $167,536-91.2% |
| Participation rate | 47.8% | 85.0%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 20.83% | 331.91%-311.1pp | 263.68%-242.9pp | 478.82%-458.0pp |
| Employer contribution / active EE | $1,029 | $5,299-80.6% | $4,831-78.7% | $4,839-78.7% |
| Participant deferral / active EE | $1,607 | $7,751-79.3% | $7,353-78.1% | $6,342-74.7% |
| Admin fee / account holder | $1,526 | $12,559-87.8% | $10,802-85.9% | $12,315-87.6% |