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 | $6,675 | $108,882-93.9% | $96,754-93.1% | $154,746-95.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 19.44% | 98.39%-79.0pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $602 | $3,018-80.1% | $2,679-77.5% | $4,379-86.3% |
| Participant deferral / active EE | $1,002 | $5,323-81.2% | $4,758-78.9% | $6,730-85.1% |
| Admin fee / account holder | $1,135 | $10,200-88.9% | $8,905-87.3% | $14,365-92.1% |