Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,872 | $227,291-87.3% | $214,702-86.6% | $155,188-81.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 23.81% | 60.08%-36.3pp | 54.55%-30.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,952 | $6,772-71.2% | $6,461-69.8% | $4,248-54.1% |
| Participant deferral / active EE | $2,185 | $9,582-77.2% | $9,147-76.1% | $6,531-66.5% |
| Admin fee / account holder | $517 | $20,413-97.5% | $19,830-97.4% | $14,480-96.4% |