Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,857 | $78,636-65.8% | $105,607-74.6% | $74,459-63.9% |
| Participation rate | 30.4% | 72.8%-42.4pp | 75.3%-44.9pp | 67.2%-36.8pp |
| Annual return | 11.61% | 15.96%-4.4pp | 116.11%-104.5pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $938 | $2,523-62.8% | $3,167-70.4% | $2,626-64.3% |
| Participant deferral / active EE | $1,575 | $4,322-63.5% | $5,011-68.6% | $4,350-63.8% |
| Admin fee / account holder | $649 | $2,220-70.8% | $10,958-94.1% | $1,945-66.6% |