Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,194 | $185,312-91.3% | $161,489-90.0% | $154,746-89.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 16.85% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,038 | $4,769-78.2% | $4,268-75.7% | $4,379-76.3% |
| Participant deferral / active EE | $1,382 | $6,350-78.2% | $5,630-75.5% | $6,730-79.5% |
| Admin fee / account holder | $3,634 | $18,654-80.5% | $16,006-77.3% | $14,365-74.7% |