Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,427 | $185,312-92.2% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 47.6% | 82.5%-34.8pp | 78.7%-31.1pp | 80.7%-33.1pp |
| Annual return | 24.38% | 103.84%-79.5pp | 89.72%-65.3pp | 172.34%-148.0pp |
| Employer contribution / active EE | $1,000 | $4,769-79.0% | $4,268-76.6% | $4,379-77.2% |
| Participant deferral / active EE | $1,331 | $6,350-79.0% | $5,630-76.4% | $6,730-80.2% |
| Admin fee / account holder | $503 | $18,654-97.3% | $16,006-96.9% | $14,365-96.5% |