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 | $3,433 | $111,878-96.9% | $93,727-96.3% | $145,897-97.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.09% | 204.28%-191.2pp | 133.83%-120.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $846 | $3,092-72.6% | $2,421-65.1% | $4,663-81.9% |
| Participant deferral / active EE | $1,025 | $4,920-79.2% | $4,417-76.8% | $6,689-84.7% |
| Admin fee / account holder | $1,708 | $10,256-83.3% | $8,292-79.4% | $13,390-87.2% |