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 | $17,927 | $171,492-89.5% | $150,734-88.1% | $198,609-91.0% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 19.62% | 804.70%-785.1pp | 600.81%-581.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,595 | $5,470-70.8% | $4,918-67.6% | $5,055-68.5% |
| Participant deferral / active EE | $2,532 | $6,259-59.6% | $5,610-54.9% | $6,977-63.7% |
| Admin fee / account holder | $1,419 | $17,628-92.0% | $14,905-90.5% | $19,030-92.5% |