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 | $23,187 | $209,336-88.9% | $197,124-88.2% | $137,256-83.1% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 24.78% | 48.09%-23.3pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,876 | $6,591-71.5% | $6,227-69.9% | $4,156-54.9% |
| Participant deferral / active EE | $2,519 | $9,614-73.8% | $9,135-72.4% | $6,407-60.7% |
| Admin fee / account holder | $5,755 | $17,308-66.8% | $16,298-64.7% | $12,270-53.1% |