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 | $12,419 | $155,555-92.0% | $146,866-91.5% | $155,188-92.0% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 16.87% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,121 | $8,044-73.6% | $7,759-72.7% | $6,531-67.5% |
| Admin fee / account holder | $391 | $14,755-97.4% | $13,620-97.1% | $14,480-97.3% |