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 | $15,803 | $110,240-85.7% | $96,544-83.6% | $139,487-88.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.85% | 26.41%-4.6pp | 25.88%-4.0pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,129 | $3,622-68.8% | $2,966-61.9% | $4,755-76.3% |
| Participant deferral / active EE | $1,363 | $5,549-75.4% | $4,851-71.9% | $6,713-79.7% |
| Admin fee / account holder | $2,127 | $11,602-81.7% | $8,254-74.2% | $11,407-81.4% |