Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,272 | $202,342-88.5% | $172,752-86.5% | $152,897-84.8% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.5%-21.3pp |
| Annual return | 9.39% | 1029.83%-1020.4pp | 802.97%-793.6pp | 345.43%-336.0pp |
| Employer contribution / active EE | $2,418 | $5,858-58.7% | $5,144-53.0% | $4,764-49.2% |
| Participant deferral / active EE | $1,251 | $5,948-79.0% | $5,198-75.9% | $5,851-78.6% |
| Admin fee / account holder | $2,455 | $17,111-85.7% | $13,955-82.4% | $11,599-78.8% |