Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,133 | $157,829-86.0% | $136,867-83.8% | $198,609-88.9% |
| Participation rate | 38.5% | 77.2%-38.7pp | 74.5%-36.1pp | 82.4%-43.9pp |
| Annual return | 17.85% | 51.25%-33.4pp | 42.97%-25.1pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,485 | $3,923-62.2% | $3,547-58.1% | $5,055-70.6% |
| Participant deferral / active EE | $1,677 | $5,463-69.3% | $4,924-65.9% | $6,977-76.0% |
| Admin fee / account holder | $4,119 | $11,107-62.9% | $10,340-60.2% | $19,030-78.4% |