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 | $37,296 | $137,414-72.9% | $189,520-80.3% | $85,856-56.6% |
| Participation rate | 58.1% | 84.6%-26.5pp | 87.8%-29.7pp | 69.3%-11.2pp |
| Annual return | 14.62% | 38.14%-23.5pp | 555.25%-540.6pp | 318.58%-304.0pp |
| Employer contribution / active EE | $1,357 | $4,344-68.8% | $6,161-78.0% | $2,565-47.1% |
| Participant deferral / active EE | $2,787 | $6,260-55.5% | $8,220-66.1% | $3,952-29.5% |
| Admin fee / account holder | $830 | $8,630-90.4% | $12,046-93.1% | $6,261-86.8% |