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 | $12,391 | $254,759-95.1% | $216,567-94.3% | $198,609-93.8% |
| Participation rate | 52.4% | 84.5%-32.1pp | 81.6%-29.3pp | 82.4%-30.0pp |
| Annual return | 18.24% | 10.04%+8.2pp | 12.94%+5.3pp | 202.70%-184.5pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,007 | $6,948-85.5% | $6,191-83.7% | $6,977-85.6% |
| Admin fee / account holder | $1,233 | $26,311-95.3% | $21,981-94.4% | $19,030-93.5% |