Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,245 | $102,393-82.2% | $147,041-87.6% | $80,911-77.5% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 18.68% | 134.95%-116.3pp | 419.21%-400.5pp | 35.63%-17.0pp |
| Employer contribution / active EE | $1,320 | $3,715-64.5% | $4,935-73.3% | $2,756-52.1% |
| Participant deferral / active EE | $1,893 | $6,647-71.5% | $8,071-76.5% | $4,297-55.9% |
| Admin fee / account holder | $7,482 | $7,943-5.8% | $13,006-42.5% | $6,935+7.9% |