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 | $4,955 | $124,336-96.0% | $111,303-95.5% | $167,518-97.0% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 14.31% | 37.45%-23.1pp | 54.66%-40.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $965 | $3,436-71.9% | $2,731-64.7% | $4,838-80.0% |
| Participant deferral / active EE | $212 | $5,181-95.9% | $4,487-95.3% | $6,342-96.7% |
| Admin fee / account holder | $1,771 | $10,623-83.3% | $7,966-77.8% | $12,312-85.6% |