Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,219 | $59,006-79.3% | $97,161-87.4% | $74,400-83.6% |
| Participation rate | 39.3% | 63.7%-24.4pp | 72.7%-33.4pp | 67.2%-27.9pp |
| Annual return | 12.26% | 16.04%-3.8pp | 75.36%-63.1pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $504 | $1,894-73.4% | $2,723-81.5% | $2,624-80.8% |
| Participant deferral / active EE | $792 | $3,671-78.4% | $4,265-81.4% | $4,348-81.8% |
| Admin fee / account holder | $380 | $1,974-80.7% | $5,647-93.3% | $1,944-80.4% |