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 | $14,592 | $98,766-85.2% | $149,730-90.3% | $79,852-81.7% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 18.72% | 27.43%-8.7pp | 276.70%-258.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $964 | $3,217-70.0% | $4,645-79.2% | $2,471-61.0% |
| Participant deferral / active EE | $1,864 | $5,681-67.2% | $6,843-72.8% | $3,740-50.2% |
| Admin fee / account holder | $702 | $6,052-88.4% | $9,310-92.5% | $5,306-86.8% |