Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,748 | $93,598-85.3% | $135,974-89.9% | $75,173-81.7% |
| Participation rate | 40.3% | 75.2%-34.9pp | 81.9%-41.6pp | 67.2%-26.9pp |
| Annual return | 41.18% | 30.89%+10.3pp | 68.30%-27.1pp | 160.72%-119.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,652 | $6,405-74.2% | $7,760-78.7% | $4,126-60.0% |
| Admin fee / account holder | $1,553 | $6,978-77.7% | $10,767-85.6% | $5,651-72.5% |