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 | $21,069 | $166,268-87.3% | $165,100-87.2% | $145,897-85.6% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.6%-37.7pp | 80.3%-39.4pp |
| Annual return | 14.58% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,284 | $5,284-75.7% | $4,348-70.5% | $4,663-72.5% |
| Participant deferral / active EE | $1,625 | $6,964-76.7% | $6,035-73.1% | $6,689-75.7% |
| Admin fee / account holder | $15,463 | $16,659-7.2% | $12,696+21.8% | $13,390+15.5% |