Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,115 | $105,284-76.1% | $150,734-83.3% | $94,015-73.3% |
| Participation rate | 68.9% | 71.7%-2.8pp | 78.4%-9.6pp | 70.8%-1.9pp |
| Annual return | 14.31% | 15.67%-1.4pp | 600.81%-586.5pp | 17.84%-3.5pp |
| Employer contribution / active EE | $3,965 | $3,599+10.2% | $4,918-19.4% | $2,790+42.1% |
| Participant deferral / active EE | $131 | $4,274-96.9% | $5,610-97.7% | $4,249-96.9% |
| Admin fee / account holder | $649 | $9,839-93.4% | $14,905-95.6% | $8,951-92.8% |