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 | $5,465 | $72,471-92.5% | $94,215-94.2% | $86,983-93.7% |
| Participation rate | 60.6% | 63.9%-3.2pp | 70.0%-9.3pp | 69.5%-8.9pp |
| Annual return | 21.39% | 26.44%-5.0pp | 28.22%-6.8pp | 25.83%-4.4pp |
| Employer contribution / active EE | $476 | $1,936-75.4% | $2,675-82.2% | $2,584-81.6% |
| Participant deferral / active EE | $1,244 | $3,397-63.4% | $4,276-70.9% | $4,194-70.3% |
| Admin fee / account holder | $342 | $6,468-94.7% | $10,216-96.7% | $7,856-95.6% |