Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,029 | $160,040-90.0% | $147,096-89.1% | $145,877-89.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 17.11% | 98.49%-81.4pp | 419.75%-402.6pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,552 | $5,289-70.7% | $4,936-68.5% | $4,663-66.7% |
| Participant deferral / active EE | $2,251 | $8,429-73.3% | $8,071-72.1% | $6,691-66.4% |
| Admin fee / account holder | $2,089 | $15,050-86.1% | $13,005-83.9% | $13,402-84.4% |