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 | $11,864 | $85,171-86.1% | $172,753-93.1% | $72,976-83.7% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.6%-30.6pp | 69.5%-17.5pp |
| Annual return | 17.72% | 27.32%-9.6pp | 803.00%-785.3pp | 81.02%-63.3pp |
| Employer contribution / active EE | $972 | $3,324-70.8% | $5,144-81.1% | $2,440-60.2% |
| Participant deferral / active EE | $741 | $3,260-77.3% | $5,198-85.7% | $3,608-79.5% |
| Admin fee / account holder | $2,440 | $5,880-58.5% | $13,956-82.5% | $5,124-52.4% |