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 | $7,002 | $103,685-93.2% | $105,387-93.4% | $65,185-89.3% |
| Participation rate | 57.8% | 83.2%-25.4pp | 82.6%-24.8pp | 70.2%-12.4pp |
| Annual return | 0.00% | 23.88%-23.9pp | 26.82%-26.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,443 | $3,842-62.4% | $4,213-65.8% | $2,177-33.7% |
| Participant deferral / active EE | $2,028 | $5,634-64.0% | $5,502-63.1% | $3,514-42.3% |
| Admin fee / account holder | $306 | $399-23.3% | $6,559-95.3% | $847-63.9% |