Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,146 | $91,559-80.2% | $133,959-86.5% | $79,858-77.3% |
| Participation rate | 64.1% | 73.3%-9.2pp | 79.8%-15.7pp | 69.6%-5.5pp |
| Annual return | 21.32% | 61.85%-40.5pp | 45.09%-23.8pp | 31.72%-10.4pp |
| Employer contribution / active EE | $1,060 | $2,384-55.5% | $3,919-72.9% | $2,471-57.1% |
| Participant deferral / active EE | $1,427 | $3,734-61.8% | $5,047-71.7% | $3,740-61.9% |
| Admin fee / account holder | $1,212 | $6,321-80.8% | $8,928-86.4% | $5,306-77.2% |