Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,398 | $106,749-91.2% | $145,433-93.5% | $82,448-88.6% |
| Participation rate | 34.8% | 75.6%-40.9pp | 82.1%-47.3pp | 68.1%-33.3pp |
| Annual return | 36.57% | 27.59%+9.0pp | 66.58%-30.0pp | 41.64%-5.1pp |
| Employer contribution / active EE | $1,002 | $3,444-70.9% | $4,554-78.0% | $2,551-60.7% |
| Participant deferral / active EE | $1,717 | $6,519-73.7% | $7,897-78.3% | $4,139-58.5% |
| Admin fee / account holder | $623 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |