Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,167 | $108,825-83.3% | $156,181-88.4% | $82,448-78.0% |
| Participation rate | 17.5% | 72.4%-54.8pp | 78.8%-61.3pp | 68.1%-50.5pp |
| Annual return | 19.27% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $743 | $4,577-83.8% | $6,132-87.9% | $4,139-82.0% |
| Admin fee / account holder | $2,960 | $9,341-68.3% | $14,586-79.7% | $7,234-59.1% |