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 | $7,186 | $117,829-93.9% | $102,423-93.0% | $145,877-95.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.02% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $942 | $3,615-73.9% | $3,023-68.8% | $4,663-79.8% |
| Participant deferral / active EE | $274 | $5,732-95.2% | $5,054-94.6% | $6,691-95.9% |
| Admin fee / account holder | $18,419 | $13,335+38.1% | $9,455+94.8% | $13,402+37.4% |