Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,200 | $116,203-94.7% | $93,621-93.4% | $152,909-95.9% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.8%-29.7pp | 82.5%-36.3pp |
| Annual return | 16.09% | 35.96%-19.9pp | 32.76%-16.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,056 | $3,219-67.2% | $2,719-61.2% | $4,764-77.8% |
| Participant deferral / active EE | $1,162 | $4,605-74.8% | $4,070-71.4% | $5,851-80.1% |
| Admin fee / account holder | $935 | $10,751-91.3% | $7,890-88.1% | $11,601-91.9% |