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 | $5,894 | $81,331-92.8% | $155,534-96.2% | $80,935-92.7% |
| Participation rate | 69.0% | 66.3%+2.8pp | 78.2%-9.2pp | 67.7%+1.4pp |
| Annual return | 11.61% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,651 | $3,105-46.8% | $4,675-64.7% | $2,757-40.1% |
| Participant deferral / active EE | $648 | $3,454-81.3% | $5,630-88.5% | $4,299-84.9% |
| Admin fee / account holder | $4,574 | $7,999-42.8% | $15,900-71.2% | $6,924-33.9% |