Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,920 | $81,358-89.0% | $155,556-94.3% | $80,959-89.0% |
| Participation rate | 25.8% | 66.3%-40.5pp | 78.2%-52.4pp | 67.7%-41.9pp |
| Annual return | 12.69% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $394 | $3,106-87.3% | $4,675-91.6% | $2,757-85.7% |
| Participant deferral / active EE | $802 | $3,455-76.8% | $5,631-85.8% | $4,300-81.4% |
| Admin fee / account holder | $595 | $7,994-92.6% | $15,885-96.3% | $6,925-91.4% |