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 | $14,920 | $155,555-90.4% | $146,866-89.8% | $155,188-90.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.12% | 115.41%-97.3pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $4,994 | $4,647+7.5% | $4,425+12.9% | $4,248+17.6% |
| Participant deferral / active EE | $322 | $8,044-96.0% | $7,759-95.9% | $6,531-95.1% |
| Admin fee / account holder | $2,432 | $14,755-83.5% | $13,620-82.1% | $14,480-83.2% |