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 | $11,382 | $165,361-93.1% | $149,715-92.4% | $158,950-92.8% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 21.68% | 348.24%-326.6pp | 276.66%-255.0pp | 302.91%-281.2pp |
| Employer contribution / active EE | $1,301 | $5,103-74.5% | $4,645-72.0% | $4,762-72.7% |
| Participant deferral / active EE | $2,039 | $7,182-71.6% | $6,842-70.2% | $5,983-65.9% |
| Admin fee / account holder | $2,609 | $10,808-75.9% | $9,310-72.0% | $11,248-76.8% |