Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,123 | $88,360-81.8% | $145,433-88.9% | $67,986-76.3% |
| Participation rate | 17.6% | 65.5%-47.9pp | 82.1%-64.5pp | 57.2%-39.6pp |
| Annual return | 31.41% | 63.15%-31.7pp | 66.58%-35.2pp | 31.67%-0.3pp |
| Employer contribution / active EE | $501 | $3,054-83.6% | $4,554-89.0% | $2,019-75.2% |
| Participant deferral / active EE | $788 | $5,932-86.7% | $7,897-90.0% | $3,358-76.5% |
| Admin fee / account holder | $4,568 | $3,313+37.9% | $13,129-65.2% | $3,203+42.6% |