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 | $5,170 | $192,829-97.3% | $142,516-96.4% | $139,466-96.3% |
| Participation rate | 60.0% | 81.4%-21.4pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 0.00% | 17.99%-18.0pp | 19.99%-20.0pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,624 | $5,808-72.0% | $4,849-66.5% | $4,754-65.8% |
| Participant deferral / active EE | $2,230 | $7,200-69.0% | $6,280-64.5% | $6,712-66.8% |
| Admin fee / account holder | $599 | $15,120-96.0% | $10,008-94.0% | $11,409-94.7% |