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 | $9,231 | $199,109-95.4% | $173,730-94.7% | $154,746-94.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.6%-10.3pp | 80.7%-11.5pp |
| Annual return | 14.87% | 20.02%-5.2pp | 19.96%-5.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,585 | $5,311-70.2% | $4,577-65.4% | $4,379-63.8% |
| Participant deferral / active EE | $2,031 | $7,113-71.4% | $6,326-67.9% | $6,730-69.8% |
| Admin fee / account holder | $12,181 | $20,916-41.8% | $17,523-30.5% | $14,365-15.2% |