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 | $19,445 | $165,381-88.2% | $149,730-87.0% | $158,966-87.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 19.80% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,306 | $5,104-74.4% | $4,645-71.9% | $4,762-72.6% |
| Participant deferral / active EE | $1,468 | $7,182-79.6% | $6,843-78.6% | $5,983-75.5% |
| Admin fee / account holder | $3,054 | $10,809-71.8% | $9,310-67.2% | $11,250-72.9% |