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 | $12,403 | $196,972-93.7% | $182,262-93.2% | $198,609-93.8% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 31.18% | 158.27%-127.1pp | 140.60%-109.4pp | 202.70%-171.5pp |
| Employer contribution / active EE | $1,483 | $5,364-72.3% | $5,046-70.6% | $5,055-70.7% |
| Participant deferral / active EE | $1,913 | $8,643-77.9% | $8,276-76.9% | $6,977-72.6% |
| Admin fee / account holder | $1,092 | $18,429-94.1% | $16,712-93.5% | $19,030-94.3% |