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 | $22,987 | $101,778-77.4% | $164,975-86.1% | $80,925-71.6% |
| Participation rate | 56.5% | 71.8%-15.3pp | 78.6%-22.1pp | 67.7%-11.1pp |
| Annual return | 11.38% | 16.73%-5.3pp | 70.12%-58.7pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,014 | $2,954-65.7% | $4,343-76.7% | $2,756-63.2% |
| Participant deferral / active EE | $1,223 | $4,477-72.7% | $6,033-79.7% | $4,299-71.5% |
| Admin fee / account holder | $2,362 | $8,221-71.3% | $12,688-81.4% | $6,940-66.0% |