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 | $3,449 | $196,972-98.2% | $182,262-98.1% | $198,609-98.3% |
| Participation rate | 16.7% | 85.7%-69.0pp | 84.2%-67.5pp | 82.4%-65.7pp |
| Annual return | 12.11% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,673 | $5,364-68.8% | $5,046-66.8% | $5,055-66.9% |
| Participant deferral / active EE | $1,814 | $8,643-79.0% | $8,276-78.1% | $6,977-74.0% |
| Admin fee / account holder | $12,664 | $18,429-31.3% | $16,712-24.2% | $19,030-33.5% |