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 | $12,815 | $93,598-86.3% | $135,974-90.6% | $75,173-83.0% |
| Participation rate | 45.2% | 75.2%-30.0pp | 81.9%-36.8pp | 67.2%-22.0pp |
| Annual return | 25.18% | 30.89%-5.7pp | 68.30%-43.1pp | 160.72%-135.5pp |
| Employer contribution / active EE | $1,008 | $3,538-71.5% | $4,859-79.2% | $2,671-62.2% |
| Participant deferral / active EE | $1,999 | $6,405-68.8% | $7,760-74.2% | $4,126-51.6% |
| Admin fee / account holder | $1,885 | $6,978-73.0% | $10,767-82.5% | $5,651-66.6% |