Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,087 | $88,203-65.9% | $165,100-81.8% | $74,478-59.6% |
| Participation rate | 41.8% | 73.1%-31.4pp | 78.6%-36.9pp | 67.2%-25.5pp |
| Annual return | 12.60% | 17.13%-4.5pp | 70.21%-57.6pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,335 | $2,601-48.7% | $4,348-69.3% | $2,626-49.2% |
| Participant deferral / active EE | $1,814 | $4,505-59.7% | $6,035-69.9% | $4,350-58.3% |
| Admin fee / account holder | $13,208 | $2,235+491.0% | $12,696+4.0% | $1,946+578.8% |