Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,373 | $157,296-86.4% | $141,191-84.9% | $152,897-86.0% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.5%-17.5pp |
| Annual return | 20.60% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,031 | $5,262-80.4% | $4,736-78.2% | $4,764-78.3% |
| Participant deferral / active EE | $1,150 | $7,111-83.8% | $6,710-82.9% | $5,851-80.3% |
| Admin fee / account holder | $1,558 | $12,125-87.1% | $10,264-84.8% | $11,599-86.6% |