Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,948 | $81,276-92.7% | $155,574-96.2% | $80,925-92.6% |
| Participation rate | 18.5% | 66.2%-47.7pp | 78.2%-59.7pp | 67.7%-49.1pp |
| Annual return | 12.92% | 33.36%-20.4pp | 64.87%-52.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $417 | $3,103-86.6% | $4,676-91.1% | $2,756-84.9% |
| Participant deferral / active EE | $496 | $3,453-85.6% | $5,629-91.2% | $4,299-88.5% |
| Admin fee / account holder | $1,710 | $7,993-78.6% | $15,914-89.3% | $6,940-75.4% |