Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,207 | $165,381-92.0% | $149,730-91.2% | $158,966-91.7% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 25.07% | 348.29%-323.2pp | 276.70%-251.6pp | 302.95%-277.9pp |
| Employer contribution / active EE | $1,009 | $5,104-80.2% | $4,645-78.3% | $4,762-78.8% |
| Participant deferral / active EE | $1,756 | $7,182-75.6% | $6,843-74.3% | $5,983-70.7% |
| Admin fee / account holder | $2,643 | $10,809-75.5% | $9,310-71.6% | $11,250-76.5% |