Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,449 | $289,211-96.4% | $260,467-96.0% | $198,609-94.7% |
| Participation rate | 27.3% | 83.1%-55.8pp | 80.5%-53.2pp | 82.4%-55.1pp |
| Annual return | 17.06% | 112.90%-95.8pp | 100.60%-83.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $872 | $4,663-81.3% | $4,239-79.4% | $5,055-82.8% |
| Participant deferral / active EE | $872 | $6,812-87.2% | $6,319-86.2% | $6,977-87.5% |
| Admin fee / account holder | $4,241 | $16,236-73.9% | $15,461-72.6% | $19,030-77.7% |