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 | $25,317 | $196,972-87.1% | $182,262-86.1% | $198,609-87.3% |
| Participation rate | 6.7% | 85.7%-79.0pp | 84.2%-77.5pp | 82.4%-75.7pp |
| Annual return | 16.72% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $313 | $8,643-96.4% | $8,276-96.2% | $6,977-95.5% |
| Admin fee / account holder | $456 | $18,429-97.5% | $16,712-97.3% | $19,030-97.6% |