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 | $3,935 | $223,823-98.2% | $211,142-98.1% | $154,746-97.5% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 17.05% | 50.39%-33.3pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,358 | $6,787-65.3% | $6,442-63.4% | $4,379-46.2% |
| Participant deferral / active EE | $1,643 | $9,750-83.1% | $9,284-82.3% | $6,730-75.6% |
| Admin fee / account holder | $1,580 | $19,707-92.0% | $19,076-91.7% | $14,365-89.0% |