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 | $22,104 | $197,637-88.8% | $177,848-87.6% | $158,982-86.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 8.55% | 58.77%-50.2pp | 48.33%-39.8pp | 302.99%-294.4pp |
| Employer contribution / active EE | $10,316 | $6,698+54.0% | $5,919+74.3% | $4,763+116.6% |
| Participant deferral / active EE | $1,226 | $8,405-85.4% | $7,714-84.1% | $5,983-79.5% |
| Admin fee / account holder | $67,066 | $15,406+335.3% | $12,431+439.5% | $11,252+496.1% |