Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,894 | $59,448-61.5% | $93,696-75.6% | $74,459-69.3% |
| Participation rate | 11.0% | 59.6%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 15.11% | 82.11%-67.0pp | 133.74%-118.6pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $330 | $1,266-73.9% | $2,422-86.4% | $2,626-87.4% |
| Participant deferral / active EE | $619 | $3,052-79.7% | $4,417-86.0% | $4,350-85.8% |
| Admin fee / account holder | $2,177 | $3,027-28.1% | $8,287-73.7% | $1,945+11.9% |