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 | $14,870 | $198,457-92.5% | $170,435-91.3% | $147,586-89.9% |
| Participation rate | 23.1% | 88.0%-64.9pp | 83.6%-60.5pp | 82.8%-59.8pp |
| Annual return | 15.00% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,524 | $6,183-75.3% | $5,432-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $1,731 | $5,629-69.3% | $4,939-65.0% | $5,439-68.2% |
| Admin fee / account holder | $10,272 | $16,852-39.0% | $13,881-26.0% | $10,886-5.6% |