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 | $24,747 | $217,432-88.6% | $185,849-86.7% | $167,536-85.2% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 9.98% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,608 | $5,875-72.6% | $5,169-68.9% | $4,839-66.8% |
| Participant deferral / active EE | $1,884 | $6,357-70.4% | $5,569-66.2% | $6,342-70.3% |
| Admin fee / account holder | $1,070 | $19,818-94.6% | $16,244-93.4% | $12,315-91.3% |