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.)
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 | $12,483 | $102,638-87.8% | $81,982-84.8% | $158,982-92.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.3%-12.1pp | 82.0%-24.8pp |
| Annual return | 18.75% | 61.05%-42.3pp | 41.31%-22.6pp | 302.99%-284.2pp |
| Employer contribution / active EE | $493 | $3,241-84.8% | $2,498-80.3% | $4,763-89.7% |
| Participant deferral / active EE | $767 | $4,649-83.5% | $3,722-79.4% | $5,983-87.2% |
| Admin fee / account holder | $5,098 | $8,237-38.1% | $5,665-10.0% | $11,252-54.7% |