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 | $12,765 | $87,132-85.3% | $105,624-87.9% | $80,959-84.2% |
| Participation rate | 31.1% | 70.4%-39.3pp | 75.3%-44.2pp | 67.7%-36.6pp |
| Annual return | 15.41% | 17.03%-1.6pp | 116.20%-100.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $728 | $2,397-69.6% | $3,168-77.0% | $2,757-73.6% |
| Participant deferral / active EE | $1,074 | $3,985-73.1% | $5,013-78.6% | $4,300-75.0% |
| Admin fee / account holder | $1,621 | $8,449-80.8% | $10,961-85.2% | $6,925-76.6% |