Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,530 | $102,422-85.8% | $147,117-90.1% | $80,959-82.1% |
| Participation rate | 39.3% | 75.9%-36.6pp | 82.2%-42.9pp | 67.7%-28.4pp |
| Annual return | 14.54% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,137 | $3,717-69.4% | $4,932-76.9% | $2,757-58.7% |
| Participant deferral / active EE | $1,925 | $6,652-71.1% | $8,065-76.1% | $4,300-55.2% |
| Admin fee / account holder | $356 | $7,953-95.5% | $12,993-97.3% | $6,925-94.9% |