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 | $24,199 | $254,759-90.5% | $216,567-88.8% | $198,609-87.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 18.27% | 10.04%+8.2pp | 12.94%+5.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,569 | $6,096-74.3% | $5,216-69.9% | $5,055-69.0% |
| Participant deferral / active EE | $1,945 | $6,948-72.0% | $6,191-68.6% | $6,977-72.1% |
| Admin fee / account holder | $490 | $26,311-98.1% | $21,981-97.8% | $19,030-97.4% |