Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,978 | $197,637-85.3% | $177,848-83.7% | $158,982-81.8% |
| Participation rate | 31.6% | 88.5%-57.0pp | 87.7%-56.1pp | 82.0%-50.4pp |
| Annual return | 11.24% | 58.77%-47.5pp | 48.33%-37.1pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,797 | $6,698-73.2% | $5,919-69.6% | $4,763-62.3% |
| Participant deferral / active EE | $2,847 | $8,405-66.1% | $7,714-63.1% | $5,983-52.4% |
| Admin fee / account holder | $6,260 | $15,406-59.4% | $12,431-49.6% | $11,252-44.4% |