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 | $9,794 | $148,623-93.4% | $135,974-92.8% | $139,466-93.0% |
| Participation rate | 52.2% | 83.9%-31.7pp | 81.9%-29.7pp | 80.3%-28.2pp |
| Annual return | 21.95% | 79.30%-57.3pp | 68.30%-46.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,165 | $5,246-77.8% | $4,859-76.0% | $4,754-75.5% |
| Participant deferral / active EE | $1,520 | $8,103-81.2% | $7,760-80.4% | $6,712-77.3% |
| Admin fee / account holder | $1,178 | $12,406-90.5% | $10,767-89.1% | $11,409-89.7% |