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 | $19,726 | $101,539-80.6% | $147,041-86.6% | $74,400-73.5% |
| Participation rate | 35.6% | 75.5%-39.9pp | 82.2%-46.5pp | 67.2%-31.6pp |
| Annual return | 14.38% | 8740.84%-8726.5pp | 419.21%-404.8pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $1,071 | $3,811-71.9% | $4,935-78.3% | $2,624-59.2% |
| Participant deferral / active EE | $1,942 | $7,304-73.4% | $8,071-75.9% | $4,348-55.3% |
| Admin fee / account holder | $1,604 | $1,749-8.3% | $13,006-87.7% | $1,944-17.5% |