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 | $28,404 | $101,653-72.1% | $147,080-80.7% | $74,459-61.9% |
| Participation rate | 62.6% | 75.6%-13.0pp | 82.2%-19.6pp | 67.2%-4.7pp |
| Annual return | 22.50% | 8754.98%-8732.5pp | 420.17%-397.7pp | 1369.70%-1347.2pp |
| Employer contribution / active EE | $1,780 | $3,813-53.3% | $4,933-63.9% | $2,626-32.2% |
| Participant deferral / active EE | $2,894 | $7,304-60.4% | $8,066-64.1% | $4,350-33.5% |
| Admin fee / account holder | $380 | $1,752-78.3% | $12,989-97.1% | $1,945-80.5% |