Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,382 | $223,823-86.9% | $211,142-86.1% | $154,746-81.0% |
| Participation rate | 59.1% | 87.9%-28.8pp | 87.3%-28.2pp | 80.7%-21.6pp |
| Annual return | 19.73% | 50.39%-30.7pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,683 | $6,787-75.2% | $6,442-73.9% | $4,379-61.6% |
| Participant deferral / active EE | $2,525 | $9,750-74.1% | $9,284-72.8% | $6,730-62.5% |
| Admin fee / account holder | $2,860 | $19,707-85.5% | $19,076-85.0% | $14,365-80.1% |