Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,055 | $102,422-82.4% | $147,117-87.7% | $80,959-77.7% |
| Participation rate | 36.7% | 75.9%-39.2pp | 82.2%-45.5pp | 67.7%-31.0pp |
| Annual return | 14.08% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,394 | $3,717-62.5% | $4,932-71.7% | $2,757-49.4% |
| Participant deferral / active EE | $1,394 | $6,652-79.0% | $8,065-82.7% | $4,300-67.6% |
| Admin fee / account holder | $1,332 | $7,953-83.3% | $12,993-89.8% | $6,925-80.8% |