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 | $11,822 | $125,190-90.6% | $105,624-88.8% | $145,897-91.9% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 14.65% | 225.22%-210.6pp | 116.20%-101.6pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,073 | $3,720-71.2% | $3,168-66.1% | $4,663-77.0% |
| Participant deferral / active EE | $1,496 | $5,716-73.8% | $5,013-70.2% | $6,689-77.6% |
| Admin fee / account holder | $673 | $17,138-96.1% | $10,961-93.9% | $13,390-95.0% |