Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,706 | $213,785-87.5% | $185,441-85.6% | $155,188-82.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 17.14% | 19.97%-2.8pp | 20.16%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,665 | $5,393-69.1% | $4,672-64.4% | $4,248-60.8% |
| Participant deferral / active EE | $1,702 | $6,864-75.2% | $6,152-72.3% | $6,531-73.9% |
| Admin fee / account holder | $2,301 | $21,134-89.1% | $17,890-87.1% | $14,480-84.1% |