Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,017 | $64,359-90.7% | $90,161-93.3% | $70,124-91.4% |
| Participation rate | 43.4% | 70.4%-27.0pp | 76.9%-33.5pp | 69.5%-26.1pp |
| Annual return | 30.99% | 28.13%+2.9pp | 34.89%-3.9pp | 73.14%-42.2pp |
| Employer contribution / active EE | $824 | $2,046-59.7% | $3,318-75.2% | $2,342-64.8% |
| Participant deferral / active EE | $1,549 | $4,389-64.7% | $5,287-70.7% | $3,332-53.5% |
| Admin fee / account holder | $1,854 | $3,945-53.0% | $5,943-68.8% | $4,645-60.1% |