Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,568 | $73,988-83.0% | $96,538-87.0% | $75,177-83.3% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 16.70% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.1pp |
| Employer contribution / active EE | $765 | $2,930-73.9% | $3,740-79.5% | $2,671-71.4% |
| Participant deferral / active EE | $1,303 | $3,660-64.4% | $4,880-73.3% | $4,126-68.4% |
| Admin fee / account holder | $1,131 | $5,220-78.3% | $6,737-83.2% | $5,651-80.0% |