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 | $17,167 | $159,978-89.3% | $147,041-88.3% | $145,978-88.2% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 13.55% | 98.36%-84.8pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,476 | $5,288-72.1% | $4,935-70.1% | $4,662-68.3% |
| Participant deferral / active EE | $1,910 | $8,429-77.3% | $8,071-76.3% | $6,690-71.4% |
| Admin fee / account holder | $1,952 | $15,053-87.0% | $13,006-85.0% | $13,400-85.4% |