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 | $3,676 | $103,164-96.4% | $90,259-95.9% | $154,746-97.6% |
| Participation rate | 25.0% | 76.1%-51.1pp | 70.7%-45.7pp | 80.7%-55.7pp |
| Annual return | 21.21% | 19.25%+2.0pp | 18.88%+2.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $130 | $2,532-94.9% | $2,291-94.3% | $4,379-97.0% |
| Participant deferral / active EE | $130 | $4,422-97.1% | $3,827-96.6% | $6,730-98.1% |
| Admin fee / account holder | $347 | $8,593-96.0% | $7,267-95.2% | $14,365-97.6% |