Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,050 | $196,972-84.2% | $182,262-83.0% | $198,609-84.4% |
| Participation rate | 54.2% | 85.7%-31.5pp | 84.2%-30.0pp | 82.4%-28.2pp |
| Annual return | 15.54% | 158.27%-142.7pp | 140.60%-125.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,129 | $8,643-63.8% | $8,276-62.2% | $6,977-55.1% |
| Admin fee / account holder | $8,517 | $18,429-53.8% | $16,712-49.0% | $19,030-55.2% |