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 | $14,893 | $98,766-84.9% | $149,730-90.1% | $79,852-81.3% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 19.26% | 27.43%-8.2pp | 276.70%-257.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $977 | $3,217-69.6% | $4,645-79.0% | $2,471-60.5% |
| Participant deferral / active EE | $1,033 | $5,681-81.8% | $6,843-84.9% | $3,740-72.4% |
| Admin fee / account holder | $704 | $6,052-88.4% | $9,310-92.4% | $5,306-86.7% |