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 | $15,606 | $106,923-85.4% | $84,023-81.4% | $152,909-89.8% |
| Participation rate | 21.1% | 75.3%-54.2pp | 69.0%-48.0pp | 82.5%-61.4pp |
| Annual return | 19.46% | 105.02%-85.6pp | 71.32%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $428 | $2,735-84.3% | $1,984-78.4% | $4,764-91.0% |
| Participant deferral / active EE | $548 | $4,013-86.3% | $3,239-83.1% | $5,851-90.6% |
| Admin fee / account holder | $1,329 | $8,289-84.0% | $6,102-78.2% | $11,601-88.5% |