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 | $7,946 | $123,793-93.6% | $177,840-95.5% | $79,852-90.0% |
| Participation rate | 55.9% | 84.7%-28.8pp | 87.7%-31.8pp | 69.6%-13.8pp |
| Annual return | 57.93% | 22.82%+35.1pp | 48.32%+9.6pp | 31.72%+26.2pp |
| Employer contribution / active EE | $1,370 | $4,095-66.6% | $5,919-76.9% | $2,471-44.6% |
| Participant deferral / active EE | $2,598 | $5,956-56.4% | $7,714-66.3% | $3,740-30.5% |
| Admin fee / account holder | $415 | $7,243-94.3% | $12,431-96.7% | $5,306-92.2% |