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 | $3,983 | $182,442-97.8% | $163,379-97.6% | $138,895-97.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 18.34% | 72.74%-54.4pp | 63.41%-45.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $765 | $4,159-81.6% | $3,752-79.6% | $4,194-81.8% |
| Participant deferral / active EE | $796 | $6,817-88.3% | $6,282-87.3% | $6,396-87.6% |
| Admin fee / account holder | $653 | $10,396-93.7% | $9,818-93.3% | $12,562-94.8% |