Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,489 | $167,503-86.6% | $151,627-85.2% | $134,493-83.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.49% | 7.80%-25.3pp | 3.33%-20.8pp | 418.01%-435.5pp |
| Employer contribution / active EE | $1,820 | $6,829-73.4% | $6,166-70.5% | $4,740-61.6% |
| Participant deferral / active EE | $1,820 | $8,985-79.7% | $8,363-78.2% | $6,400-71.6% |
| Admin fee / account holder | $308 | $13,777-97.8% | $11,612-97.3% | $11,425-97.3% |