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 | $10,640 | $157,296-93.2% | $141,191-92.5% | $152,897-93.0% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 15.70% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $1,458 | $5,262-72.3% | $4,736-69.2% | $4,764-69.4% |
| Participant deferral / active EE | $2,281 | $7,111-67.9% | $6,710-66.0% | $5,851-61.0% |
| Admin fee / account holder | $12,523 | $12,125+3.3% | $10,264+22.0% | $11,599+8.0% |