Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,770 | $93,589-79.9% | $135,942-86.2% | $75,181-75.0% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.1pp | 67.2%+0.7pp |
| Annual return | 19.83% | 30.90%-11.1pp | 68.28%-48.4pp | 160.69%-140.9pp |
| Employer contribution / active EE | $948 | $3,537-73.2% | $4,858-80.5% | $2,671-64.5% |
| Participant deferral / active EE | $1,683 | $6,405-73.7% | $7,759-78.3% | $4,126-59.2% |
| Admin fee / account holder | $830 | $6,977-88.1% | $10,764-92.3% | $5,650-85.3% |