Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,956 | $80,855-92.6% | $153,416-96.1% | $86,983-93.2% |
| Participation rate | 58.6% | 64.1%-5.5pp | 74.3%-15.7pp | 69.5%-10.9pp |
| Annual return | 50.42% | 16.18%+34.2pp | 17.84%+32.6pp | 25.83%+24.6pp |
| Employer contribution / active EE | $700 | $2,308-69.7% | $3,764-81.4% | $2,584-72.9% |
| Participant deferral / active EE | $511 | $3,333-84.7% | $4,723-89.2% | $4,194-87.8% |
| Admin fee / account holder | $1,399 | $6,908-79.7% | $13,095-89.3% | $7,856-82.2% |