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 | $7,989 | $110,410-92.8% | $102,437-92.2% | $145,897-94.5% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 10.71% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $975 | $4,217-76.9% | $3,871-74.8% | $4,663-79.1% |
| Participant deferral / active EE | $1,227 | $5,622-78.2% | $5,060-75.7% | $6,689-81.7% |
| Admin fee / account holder | $353 | $9,745-96.4% | $8,388-95.8% | $13,390-97.4% |