Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,781 | $118,708-85.9% | $98,920-83.0% | $158,982-89.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 13.61% | 372.49%-358.9pp | 196.47%-182.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $869 | $3,334-73.9% | $2,689-67.7% | $4,763-81.8% |
| Participant deferral / active EE | $869 | $5,089-82.9% | $4,245-79.5% | $5,983-85.5% |
| Admin fee / account holder | $9,697 | $10,134-4.3% | $6,643+46.0% | $11,252-13.8% |