Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,175 | $176,120-95.9% | $159,487-95.5% | $167,553-95.7% |
| Participation rate | 65.0% | 85.0%-20.0pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 16.85% | 331.95%-315.1pp | 263.71%-246.9pp | 478.89%-462.0pp |
| Employer contribution / active EE | $1,322 | $5,299-75.1% | $4,831-72.6% | $4,840-72.7% |
| Participant deferral / active EE | $1,561 | $7,752-79.9% | $7,354-78.8% | $6,343-75.4% |
| Admin fee / account holder | $622 | $12,561-95.1% | $10,804-94.2% | $12,316-95.0% |