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 | $8,086 | $106,524-92.4% | $152,301-94.7% | $87,485-90.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 23.54% | 26.89%-3.4pp | 80.50%-57.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $1,116 | $3,371-66.9% | $4,624-75.9% | $2,596-57.0% |
| Participant deferral / active EE | $1,247 | $6,525-80.9% | $8,004-84.4% | $4,274-70.8% |
| Admin fee / account holder | $849 | $8,287-89.8% | $14,398-94.1% | $7,775-89.1% |