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 | $19,571 | $79,209-75.3% | $102,434-80.9% | $74,459-73.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 13.76% | 54.98%-41.2pp | 29.46%-15.7pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,083 | $2,362-54.1% | $3,023-64.2% | $2,626-58.7% |
| Participant deferral / active EE | $1,493 | $4,417-66.2% | $5,055-70.5% | $4,350-65.7% |
| Admin fee / account holder | $1,133 | $2,002-43.4% | $9,462-88.0% | $1,945-41.7% |