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 | $14,164 | $65,566-78.4% | $86,235-83.6% | $75,177-81.2% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.2pp | 67.2%-30.5pp |
| Annual return | 12.89% | 46.07%-33.2pp | 1170.03%-1157.1pp | 160.75%-147.9pp |
| Employer contribution / active EE | $415 | $1,553-73.3% | $2,381-82.6% | $2,671-84.4% |
| Participant deferral / active EE | $1,030 | $3,023-65.9% | $3,987-74.2% | $4,126-75.0% |
| Admin fee / account holder | $367 | $5,470-93.3% | $6,856-94.6% | $5,651-93.5% |