Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,182 | $89,367-83.0% | $141,191-89.2% | $72,975-79.2% |
| Participation rate | 56.3% | 75.1%-18.9pp | 82.5%-26.2pp | 69.5%-13.2pp |
| Annual return | 31.31% | 111.87%-80.6pp | 71.41%-40.1pp | 81.01%-49.7pp |
| Employer contribution / active EE | $1,242 | $3,115-60.1% | $4,736-73.8% | $2,440-49.1% |
| Participant deferral / active EE | $2,244 | $5,419-58.6% | $6,710-66.6% | $3,608-37.8% |
| Admin fee / account holder | $4,578 | $5,957-23.1% | $10,264-55.4% | $5,124-10.7% |