Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,244 | $86,288-80.0% | $111,306-84.5% | $85,851-79.9% |
| Participation rate | 50.9% | 73.3%-22.4pp | 77.3%-26.4pp | 69.3%-18.4pp |
| Annual return | 40.79% | 19.99%+20.8pp | 54.67%-13.9pp | 318.63%-277.8pp |
| Employer contribution / active EE | $947 | $2,044-53.7% | $2,732-65.3% | $2,565-63.1% |
| Participant deferral / active EE | $788 | $3,641-78.4% | $4,488-82.5% | $3,952-80.1% |
| Admin fee / account holder | $541 | $8,189-93.4% | $7,966-93.2% | $6,261-91.4% |