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 | $16,861 | $136,860-87.7% | $120,344-86.0% | $154,746-89.1% |
| Participation rate | 47.1% | 79.9%-32.8pp | 76.7%-29.7pp | 80.7%-33.6pp |
| Annual return | 17.19% | 21.38%-4.2pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,171 | $3,533-66.9% | $3,020-61.2% | $4,379-73.3% |
| Participant deferral / active EE | $1,779 | $5,793-69.3% | $5,135-65.4% | $6,730-73.6% |
| Admin fee / account holder | $3,415 | $15,393-77.8% | $12,742-73.2% | $14,365-76.2% |