Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,825 | $101,591-76.5% | $147,096-83.8% | $74,429-68.0% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-37.0pp |
| Annual return | 13.03% | 8746.45%-8733.4pp | 419.75%-406.7pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,365 | $3,813-64.2% | $4,936-72.3% | $2,625-48.0% |
| Participant deferral / active EE | $2,368 | $7,302-67.6% | $8,071-70.7% | $4,348-45.5% |
| Admin fee / account holder | $1,263 | $1,750-27.8% | $13,005-90.3% | $1,944-35.1% |