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 | $11,648 | $108,942-89.3% | $100,415-88.4% | $145,897-92.0% |
| Participation rate | 57.9% | 83.0%-25.1pp | 81.5%-23.6pp | 80.3%-22.4pp |
| Annual return | 14.42% | 58.27%-43.9pp | 49.47%-35.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,021 | $4,422-76.9% | $3,943-74.1% | $4,663-78.1% |
| Participant deferral / active EE | $1,567 | $8,461-81.5% | $8,091-80.6% | $6,689-76.6% |
| Admin fee / account holder | $2,149 | $9,702-77.8% | $7,906-72.8% | $13,390-83.9% |