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 | $6,350 | $81,208-92.2% | $98,920-93.6% | $79,856-92.0% |
| Participation rate | 44.7% | 72.5%-27.8pp | 76.0%-31.3pp | 69.6%-25.0pp |
| Annual return | 42.13% | 60.99%-18.9pp | 196.47%-154.3pp | 31.71%+10.4pp |
| Employer contribution / active EE | $789 | $1,960-59.8% | $2,689-70.7% | $2,471-68.1% |
| Participant deferral / active EE | $1,311 | $3,265-59.8% | $4,245-69.1% | $3,741-64.9% |
| Admin fee / account holder | $603 | $6,013-90.0% | $6,643-90.9% | $5,306-88.6% |