Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,666 | $165,351-91.1% | $149,710-90.2% | $158,931-90.8% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 36.00% | 348.19%-312.2pp | 276.63%-240.6pp | 302.86%-266.9pp |
| Employer contribution / active EE | $1,493 | $5,103-70.7% | $4,645-67.9% | $4,761-68.6% |
| Participant deferral / active EE | $2,200 | $7,181-69.4% | $6,842-67.8% | $5,982-63.2% |
| Admin fee / account holder | $378 | $10,807-96.5% | $9,309-95.9% | $11,247-96.6% |