Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,279 | $162,136-91.8% | $152,301-91.3% | $154,746-91.4% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 18.32% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,258 | $4,890-74.3% | $4,624-72.8% | $4,379-71.3% |
| Participant deferral / active EE | $1,646 | $8,341-80.3% | $8,004-79.4% | $6,730-75.5% |
| Admin fee / account holder | $1,506 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |