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 | $21,072 | $62,164-66.1% | $81,482-74.1% | $74,400-71.7% |
| Participation rate | 18.2% | 64.1%-45.8pp | 69.5%-51.3pp | 67.2%-49.0pp |
| Annual return | 14.24% | 16.50%-2.3pp | 24.79%-10.5pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $626 | $1,884-66.8% | $2,463-74.6% | $2,624-76.2% |
| Participant deferral / active EE | $1,020 | $3,230-68.4% | $3,885-73.8% | $4,348-76.5% |
| Admin fee / account holder | $1,483 | $1,923-22.9% | $5,761-74.3% | $1,944-23.7% |