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 | $10,537 | $106,524-90.1% | $152,301-93.1% | $87,485-88.0% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.4%-20.9pp | 68.9%-7.4pp |
| Annual return | 24.86% | 26.89%-2.0pp | 80.50%-55.6pp | 26.06%-1.2pp |
| Employer contribution / active EE | $1,304 | $3,371-61.3% | $4,624-71.8% | $2,596-49.8% |
| Participant deferral / active EE | $1,765 | $6,525-72.9% | $8,004-77.9% | $4,274-58.7% |
| Admin fee / account holder | $940 | $8,287-88.7% | $14,398-93.5% | $7,775-87.9% |