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 | $18,694 | $165,381-88.7% | $149,730-87.5% | $158,966-88.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 20.06% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,810 | $5,104-64.5% | $4,645-61.0% | $4,762-62.0% |
| Participant deferral / active EE | $1,075 | $7,182-85.0% | $6,843-84.3% | $5,983-82.0% |
| Admin fee / account holder | $331 | $10,809-96.9% | $9,310-96.4% | $11,250-97.1% |