Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,153 | $165,361-89.0% | $149,715-87.9% | $158,950-88.6% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 22.84% | 348.24%-325.4pp | 276.66%-253.8pp | 302.91%-280.1pp |
| Employer contribution / active EE | $1,134 | $5,103-77.8% | $4,645-75.6% | $4,762-76.2% |
| Participant deferral / active EE | $2,098 | $7,182-70.8% | $6,842-69.3% | $5,983-64.9% |
| Admin fee / account holder | $673 | $10,808-93.8% | $9,310-92.8% | $11,248-94.0% |