Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,350 | $72,269-89.8% | $101,271-92.7% | $79,852-90.8% |
| Participation rate | 6.1% | 68.5%-62.4pp | 75.8%-69.7pp | 69.6%-63.6pp |
| Annual return | 23.40% | 22.29%+1.1pp | 46.48%-23.1pp | 31.72%-8.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $161 | $3,282-95.1% | $4,371-96.3% | $3,740-95.7% |
| Admin fee / account holder | $395 | $4,401-91.0% | $5,948-93.4% | $5,306-92.6% |