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 | $96,731-74.0% | $123,973-79.7% | $86,983-71.1% |
| Participation rate | 68.9% | 70.0%-1.1pp | 76.7%-7.8pp | 69.5%-0.7pp |
| Annual return | 14.31% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,965 | $3,297+20.3% | $4,126-3.9% | $2,584+53.4% |
| Participant deferral / active EE | $131 | $4,152-96.8% | $5,247-97.5% | $4,194-96.9% |
| Admin fee / account holder | $649 | $8,722-92.6% | $11,799-94.5% | $7,856-91.7% |