Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,538 | $148,623-91.6% | $135,974-90.8% | $139,466-91.0% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-28.0pp |
| Annual return | 14.94% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,151 | $5,246-78.1% | $4,859-76.3% | $4,754-75.8% |
| Participant deferral / active EE | $1,982 | $8,103-75.5% | $7,760-74.5% | $6,712-70.5% |
| Admin fee / account holder | $3,649 | $12,406-70.6% | $10,767-66.1% | $11,409-68.0% |