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 | $7,488 | $77,908-90.4% | $149,696-95.0% | $75,173-90.0% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 18.68% | 31.73%-13.1pp | 134.46%-115.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $421 | $3,138-86.6% | $4,821-91.3% | $2,671-84.2% |
| Participant deferral / active EE | $421 | $3,411-87.7% | $5,682-92.6% | $4,126-89.8% |
| Admin fee / account holder | $996 | $5,950-83.3% | $13,212-92.5% | $5,651-82.4% |